# Worthwise Financial Partners

> Worthwise Financial Partners is a state-registered investment advisory firm in Houston, TX, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 9, 2026.

- CRD: 316812
- Filed as: WORTHWISE FINANCIAL PARTNERS
- Legal name: Worthwise Financial Partners, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Houston, TX
- Filing period: October 2026
- Form ADV filing dated: February 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/316812
- AdvisorCensus page: https://advisorcensus.com/firm/worthwise-financial-partners-houston-tx-316812

## Quick answers

**How is Worthwise Financial Partners compensated?**
On its Form ADV (Item 5.E, October 2026), Worthwise Financial Partners reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Worthwise Financial Partners located?**
Worthwise Financial Partners' principal office is in Houston, TX, according to its Form ADV.

**Is Worthwise Financial Partners registered with the SEC or a state?**
Worthwise Financial Partners is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 316812.

**How much does Worthwise Financial Partners manage?**
Worthwise Financial Partners reports $23,222,692 in regulatory assets under management in its Form ADV filing dated February 9, 2026 (100% discretionary).

**What types of clients does Worthwise Financial Partners serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (18); individuals (other than high net worth individuals) (16).

**Does Worthwise Financial Partners report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/316812

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $23,222,692
- Discretionary: $23,222,692
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 16 | $4,032,724 |
| High net worth individuals | 18 | $19,189,968 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- worthwisefp.com
- Facebook @WorthWiseFP
- Instagram @worthwisefp
- X @WorthWiseFP

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Worthwise Financial Partners (CRD 316812): Form ADV filing data as of October 2026.