# Worth Charting LLC

> Worth Charting LLC is an SEC-registered investment advisory firm in New York, NY, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 13, 2026.

- CRD: 340328
- Filed as: WORTH CHARTING LLC
- Legal name: Worth Charting Group LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: April 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/340328
- AdvisorCensus page: https://advisorcensus.com/firm/worth-charting-llc-new-york-ny-340328

## Quick answers

**How is Worth Charting LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Worth Charting LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Worth Charting LLC located?**
Worth Charting LLC's principal office is in New York, NY, according to its Form ADV.

**Is Worth Charting LLC registered with the SEC or a state?**
Worth Charting LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 340328.

**How much does Worth Charting LLC manage?**
Worth Charting LLC reports $2,500,000 in regulatory assets under management in its Form ADV filing dated April 13, 2026 (100% discretionary).

**What types of clients does Worth Charting LLC serve?**
By number of clients on Form ADV Item 5.D: investment companies (1).

**Does Worth Charting LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/340328

**What changed in Worth Charting LLC's recent Form ADV filings?**
In the May 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $2,500,000
- Discretionary: $2,500,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Investment companies | 1 | $2,500,000 |

### Advisory services (Item 5.G)
- Portfolio management for investment companies (and business development companies)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- worthcharting.com

## Changes in the filing (last 12 months)

### May 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Worth Charting LLC (CRD 340328): Form ADV filing data as of October 2026.