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Worthscape, LLC (Atlanta)


Worthscape, LLC is an adviser based in Atlanta. It manages $79.37 million of regulatory assets for 92 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Alabama, Florida, Georgia, and Texas.

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Worthscape provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Worthscape: assets under management

The assets under management (AUM) of Worthscape, LLC is $79.37 million. The firm's AUM has grown by 17% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $75.27 million in discretionary accounts and $4.1 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $990.42 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $256.36 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Worthscape, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Atlanta

The principal office where Worthscape, LLC performs its advisory services is located at 75 5 Th Street, Nw, Atlanta, GA 30308 The mailing address of the firm is Po Box 7789, Atlanta, GA 30357. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 404-419-7111 or by fax 404-419-7101. The normal business hours are 8am - 6pm on Monday - Friday. You can find more information about the New York firm at www.worthscape.com.


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