Worth Financial Group INC.: new SEC registration, $138M AUM, Dallas, TX
Worth Financial Group INC. (Dallas, Texas): new SEC registration, $138M AUM, Dallas, TX. Its amount of 138 is above the median of 135 (51st percentile). Dated 197 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-11-04, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 138 · 51th percentile of 1,225 NewRiaPulse records · 1.0x the median
Free preview: all 11 published fields of this record are shown below. Locked: 91 related TX NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Worth Financial Group INC. |
| Legal name | Worth Financial Group INC. |
| CRD | 13478 |
| Status | Approved |
| Registered with the SEC | 2026-04-22 |
| Latest Form ADV filing | 2026-10-01 |
| Location | Dallas, TX, United States |
| Regulatory AUM | $137,904,962 |
| Accounts | 189 |
| Employees | 11 |
| Website | HTTP://WWW.WORTHFINANCIALGROUP.COM |
| amount percentile | 51th of 1,225 (median 135, 1.0x median) |
| Peer records CSV (92 TX records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-04-22
- Data refreshed: 2026-11-04
- Refunds on request within 14 days
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LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 04 Nov 2026 21:45:24 GMT
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Peer benchmark and outreach value: Worth Financial Group INC. and 92 Texas peers
- Texas NewRiaPulse records like this one: 92
- Worth Financial Group INC.'s amount: 51st percentile of 1,225 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Texas peer: $18,400 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $138M under management.
- Website on file.
What is the NewRiaPulse record for Worth Financial Group INC. in Dallas, Texas?
Worth Financial Group INC. received SEC registration as an investment adviser (2026-04-22) with $137,904,962 in regulatory assets under management, based in Dallas, TX.
How does Worth Financial Group INC. compare to other Texas NewRiaPulse records?
Its amount of 138 sits in the upper half (51th percentile) of 1,225 records; the median is 135. It is 197 days old; check the official source for later updates before acting.
Worth Financial Group INC. vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Worth Financial Group INC. | Dallas, TX | 138 | 51st | 2026-04-22 |
| Von Haefen Financial Management | 128 | 46th | 2026-10-28 | |
| Bollin Wealth Management, LLC | Perrysburg, OH | 153 | 57th | 2026-10-20 |
| Retirepath Wealth, LLC | Little Rock, AR | 110 | 24th | 2026-10-20 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.