# Worthynest LLC

> Worthynest LLC is a state-registered investment advisory firm, registered since 2016, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 17, 2026.

- CRD: 284872
- Filed as: WORTHYNEST LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: March 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/284872
- AdvisorCensus page: https://advisorcensus.com/firm/worthynest-llc-284872

## Quick answers

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

**Is Worthynest LLC registered with the SEC or a state?**
Worthynest LLC is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 284872.

**How much does Worthynest LLC manage?**
Worthynest LLC reports $18,022,274 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (0% discretionary).

**What types of clients does Worthynest LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (14); high net worth individuals (9).

**Does Worthynest LLC 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/284872

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $18,022,274
- Discretionary: $0
- Non-discretionary: $18,022,274

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 14 | $5,614,875 |
| High net worth individuals | 9 | $12,407,399 |

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

### Firm details
- Registered since: 2016 (10 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MO, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [worthynest.com](https://worthynest.com)
- Facebook @WORTHYNEST
- Facebook @redefiningfamilywealth
- Instagram @worthynest1
- LinkedIn @WORTHYNEST

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Worthynest LLC (CRD 284872): Form ADV filing data as of October 2026.