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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-06-2013
- Office Locations
- 5
Office Locations
About Worth Asset Management
Worth Asset Management is a Dallas-Fort Worth fiduciary RIA providing integrated wealth management-portfolio management plus retirement, tax, estate, and insurance planning-for families, retirees, and business owners navigating life transitions. Investment implementation commonly uses mutual funds and ETFs, with some fixed income exposure. Custodies with Schwab and uses Black Diamond reporting.
Team overview
Insights
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JAMES WILLARD CLARK
Managing Director, Founder and Financial Advisor
- CRD
- #1225726
- Ownership
- 10% but less than 25%
CHARLES WILDEY WARING
--
- CRD
- --
- Ownership
- 10% but less than 25%
Showing 2 of 3 owners & executives
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JEFFREY MEAD BURANDT
Certified Financial Planner
- CRD
- #2504191
JOSEPH ANTHONY DOWDALL
Certified Financial Planner
- CRD
- #4974823
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $288,136,426 | $875,795 |
| Non-Discretionary | $64,230 | $16,058 |
| Total | $288,200,656 | $865,467 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 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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