Worth Asset Management

Firm record

As recorded in SEC IAPD

Firm CRD

166970

SEC number

801-122206

Firm type

RIA

Assets under management

$288.2M as of Apr 15, 2026

Website

worthassetmgmt.com ↗

Phone

469-257-5074

Address

17855 Dallas Parkway, Dallas, TX, 75287

Advisors at this firm

10 in our index · page 1 of 1

• Jeffrey Mead BurandtCRD 2504191 · Prosper, TX
  IA RegisteredRegistration inactive
• James Willard ClarkCRD 1225726 · Dallas, TX
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Joseph Anthony DowdallCRD 4974823 · Dallas, TX
  IA Registered
  Disclosure event(s) on record
• Natalie M FloydCRD 4228736 · Carrollton, TX
  IA Registered
• Philip Joseph FloydCRD 4356937 · Dallas, TX
  IA Registered
• John David HaleCRD 5007306 · Waxahachie, TX
  IA Registered
• Beth Ann JohnsonCRD 5449450 · Dallas, TX
  IA RegisteredRegistration inactive
• Cody Aaron MasonCRD 5184163 · Dallas, TX
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• James Francis StewartCRD 2634424 · Dallas, TX
  IA Registered
• Alton Barrett ThompsonCRD 7065036 · Frisco, TX
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.