Worth Charting Group Llc
SEC-registered
Mutual Fund / Asset Manager · Boutique (under $100M)
CRD 340328
· SEC file 801-135744
· New York, NY
· www.worthcharting.com
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ADV data as of Apr 13, 2026
- Regulatory AUM
- $2.5M
- Discretionary
- $2.5M
- Clients
- 1
- Avg AUM / client
- $2.5M
- Accounts
- 1
- Employees
- 2
AUM over time
$2.5M
$2.5M
Mar 3, 2026
Apr 13, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 1 | $2.5M | 100.0% |
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/13/2026 | 899 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for investment companies
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 13, 2026.
View current Form ADV (SEC/IAPD) ↗