$23.2M Total AUM
$23.2M Disc. AUM
-- 3Y CAGR
1 Employees
39 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company · State Street
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-21-2021
- Office Locations
- 1
Office Locations
-- Houston TX
About Worthwise Financial Partners
WorthWise Financial Partners is a Houston-based, fee-only fiduciary RIA providing affordable financial planning and ongoing investment management for families. The firm builds and monitors portfolios—primarily using public funds and ETFs—and helps clients stay on track through life changes with regular course-corrections. Custodies assets at Charles Schwab.
Team overview
53 AVG AGE
$23.2M AVG AUM / ADVISOR
$595.5K AVG AUM / CLIENT
4.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
Alison Anne James
Chief Compliance Officer, Chief Executive Officer, Owner
- CRD
- #7438882
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,222,692 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,222,692 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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