CRD: 310961
Women's Worth Advisors
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-12-2021
- Office Locations
- 1
Office Locations
About Women's Worth Advisors
Women's Worth Advisors is an RIA focused on accomplished women navigating life transitions (retirement, widowhood, or single life). It delivers financial planning via its Lifestyle by Design process to clarify values, define lifestyle goals, and align assets, paired with a balanced investment strategy emphasizing capital preservation, steady growth/income, and diversification. Portfolios lean on ETFs, with Schwab as a primary custodian, and the firm hosts educational Worthy gatherings for women.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Gloria P. Maxfield
Chief Compliance Officer, Financial Advisor, Investment Advisor, President
- CRD
- #6810073
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $26,030,516 | -- |
| Total | $26,030,516 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
Continue browsing