$280.7M Total AUM
$280.7M Disc. AUM
19.7% 3Y CAGR
15 Employees
451 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Goldman Sachs · TD Ameritrade · Trade-PMR
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-21-2011
- Office Locations
- 2
Office Locations
1870 West 122nd Avenue #400 Westminster CO
2020 S. Tryon Street Suite 2B Charlotte NC
About Worth Advisors
Worth Advisors is an independent, fee-only registered investment advisor based in Charlotte, NC. The firm provides wealth management, portfolio management, tax and insurance planning, and institutional services, building custom financial plans for long-term wealth preservation. Portfolios commonly use ETFs and public funds and can be custodied at Schwab or TD Ameritrade.
Team overview
55 AVG AGE
$40.1M AVG AUM / ADVISOR
$622.5K AVG AUM / CLIENT
6.4 yrs AVG TENURE
15 Employees
7 Advisory Reps
6 RIA Reps
15yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
G
GLEN EDWARD WRIGHT II
Advisor, Chief Compliance Officer
- CRD
- #4162790
- Ownership
- 75% or more
Available
Available
Available
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J
JESSICA RENEE CARNES
Director of Client Services
- CRD
- #5408821
Available
Available
Available
HAROLD GREGORY GOODLETT
Chief Investment Officer
- CRD
- #1947269
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $280,745,134 | $221,758 |
| Non-Discretionary | $0 | -- |
| Total | $280,745,134 | $221,758 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Other:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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