What departments does Worth Advisors have?

Worth Advisors has employees across 6 departments including Finance, Operations, Administrative, Accounting, Support.

What is the largest department at Worth Advisors?

The largest department at Worth Advisors is Accounting with 4 employees.

Where are Worth Advisors employees located globally?

Worth Advisors has employees across 1 continents and 1 countries including United States Of America.

How has Worth Advisors's team size changed over time?

Worth Advisors's team has grown from approximately 10 to 12 employees based on available data.

Worth Advisors Employee Directory

Financial ServicesNorth Carolina, United States11-50 Employees

Worth Advisors, established in 2006, is a financial services firm based in Charlotte, North Carolina. As a Registered Investment Advisor, it operates as a fiduciary for its clients, delivering customized planning and money management solutions. The firm follows a prudent process to ensure recommendations are aligned with clients' best interests and treats each investment as if it were its own. Its approach is comprehensive and unbiased, focusing on the overall goals and objectives of clients rather than short-term outcomes. As part of the financial services industry, Worth Advisors emphasizes fiduciary responsibility and a client-centered approach to asset management. The firm is based in Charlotte, North Carolina, and operates as a smaller, client-focused practice.

Worth Advisors Global Highlights

North America
20

United States Of America
20

Worth Advisors's Leadership

G. W. W. F.
Ceo- Cfp®,Rfc,Aif®
Mobile Phone
Email
S. P.
Chief Operating Officer
Mobile Phone
Email
S. J.
Managing Partner
Mobile Phone
Email
J. C.
Office Manager
Mobile Phone
Email
G. A.
Sr Tax Accountant
Mobile Phone
Email
B. B.
Administrative Support Assistant
Mobile Phone
Email
N. L.
Administrative Assistant
Mobile Phone
Email
R. A.
Client Services Advisor
Mobile Phone
Email

Worth Advisors Employee Metrics

100%

50%

0%

2026

2025

Banking
Accounting
Arts & Design
Business
Administrative
Other
Community & Social Services

Contact profiles from Worth Advisors

Name

Title

Contact Info

Location

Last Update

G. W. W. F.
Ceo- Cfp®,Rfc,Aif®
Mobile Phone
Email
United StatesNorth Carolina
Jun 10, 2026
S. P.
Chief Operating Officer
Mobile Phone
Email
United StatesNorth Carolina
Apr 08, 2026
S. J.
Managing Partner
Mobile Phone
Email
Oct 03, 2024
J. C.
Office Manager
Mobile Phone
Email
United StatesNorth Carolina
Apr 14, 2026
G. A.
Sr Tax Accountant
Mobile Phone
Email
United StatesNorth Carolina
Oct 25, 2025
B. B.
Administrative Support Assistant
Mobile Phone
Email
Aug 11, 2025
N. L.
Administrative Assistant
Mobile Phone
Email
United StatesNorth Carolina
Nov 11, 2025
R. A.
Client Services Advisor
Mobile Phone
Email
United States
May 31, 2026
S. P.
Portfolio Designer
Mobile Phone
Email
United StatesNorth Carolina
Oct 22, 2025
B. S.
Staff Accountant
Mobile Phone
Email
United StatesNorth Carolina
Oct 18, 2024

Frequently Asked Questions

What is Worth Advisors known for?

Worth Advisors was founded in 2006 operates in the Financial Services industry. The company's main headquarters is located in 5605 77 Center Drive Suite 101 Charlotte, North Carolina United States. Explore Worth Advisors's company overview page for more information.

What is Worth Advisors's most common email format?

Worth Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Worth Advisors email formats with LeadIQ.

How many employees does Worth Advisors have currently?

Worth Advisors has approximately 18 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Worth Advisors's key employees and leadership?

As of May 2026, Worth Advisors's key employees include:

Ceo- Cfp®,Rfc,Aif®: G. W. W. F.
Chief Operating Officer: S. P.
Managing Partner: S. J.
Office Manager: J. C.
Sr Tax Accountant: G. A.

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Worth Advisors Employee Directory

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