Se connecter Inscription gratuite

Worth Financial Management LLC (Chestnut Hill (Philadelphia))


Worth Financial Management LLC is a multi-state adviser based in Chestnut Hill (Philadelphia). It manages $2.74 million of regulatory assets for 1,827 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of Arizona, California, Colorado, and 21 other states.

Logo

Worth Financial Management provides financial planning services, portfolio management for individuals and small businesses, and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Worth Financial Management: assets under management

The assets under management (AUM) of Worth Financial Management LLC is $2.74 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 466% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $2.74 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.5 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Worth Financial Management LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 7 indirect owners.

Name Entity Date acquired Ownership Employer ID
Amanda Malia Steinberg Founder 1 Jul 2009 50% - 75% 6586573
Michelle Marie Smith Managing member 1 Jul 2012 75% - 100% 1588779
David Paul Wieder Owner 1 Jun 2016 50% - 75% 1766829
Sigward Markus Moser Owner 1 Jun 2016 50% - 75% 3159968
Wfm Investors Llc Investor / owner 1 Dec 2016 25% - 50% 81-4409936
Inc. Dailyworth.Com Investor / owner 1 Dec 2016 25% - 50% 27-0696336
Amanda Malia Steinberg Investor / owner 1 Dec 2016 Other 6586573

Based in Chestnut Hill (Philadelphia)

The principal office where Worth Financial Management LLC performs its advisory services is located at 8331 Germantown Avenue, Chestnut Hill (Philadelphia), PA 19118, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (844) 967-8436. The normal business hours are by appointment on Monday - Friday. You can find more information about the New York firm at worth.fm.


Registered investment advisers similar to Worth Financial Management LLC