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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

WORTHFM

WORTH FINANCIAL MANAGEMENT LLC, CRD 281672

CHESTNUT HILL (PHILADELPHIA), PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2487b978-d13a-70d6-e6c6-eb4ed21428f4

Data as of Sep 7, 2017 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 1
On other graphs: 0
Observed: Nov 25, 2015 to Sep 7, 2017
23 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $2.7MItem 5.F on the latest filing (2017-09-07); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $2.7M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 6
Advisory employees: 2
Accounts: 1,827
SEC number: 801-106999
CRD: 281672
Filings on the tape: 23
First filed: Nov 25, 2015
Latest filed: Sep 7, 2017
Organised: Limited Liability Company, Delaware

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BASILE, BRIDGOT, SHARON	DIRECTOR OF FINANCIAL PLANNING & INVESTMENT OPERATIONS, CHIEF COMPLIANCE OFFICER	Na	yes	06/2016	Jun 20, 2016	Sep 7, 2017
DAILYWORTH.COM, INC.	INVESTOR / OWNER	C	yes	12/2016	Nov 25, 2015	Sep 7, 2017
Jipson, Emily, Wynn	GENERAL MANAGER	Na	yes	10/2015	Nov 25, 2015	Sep 7, 2017
Steinberg, Amanda, Malia	MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER	Na	yes	10/2015	Nov 25, 2015	Sep 7, 2017
Steinberg, Amanda, Malia	INVESTOR / OWNER	F	yes	12/2016	Nov 25, 2015	Sep 7, 2017
WORTH FINANCIAL HOLDINGS INC.	HOLDING COMPANY / PARENT	E	yes	12/2016	Jan 25, 2017	Sep 7, 2017
WFM INVESTORS LLC	INVESTOR / OWNER	C	no	12/2016	Jan 25, 2017	Sep 7, 2017

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2016	Jan 25, 2017	$941,729	$941,729	6	2	n/a	n/a	n/a
2015	Jan 26, 2016	$0	$0	8	1	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2016	$2.7M	$0	n/a	n/a	n/a	6	8	n/a	n/a

Relationships

Controls (5)

← BASILE, BRIDGOT, SHARONOwnerDIRECTOR OF FINANCIAL PLANNING & INVESTMENT OPERATIONS, CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jun 20, 2016 to presentfactForm ADV
← Jipson, Emily, WynnOwnerGENERAL MANAGER, ownership code NA, individual
Nov 25, 2015 to presentfactForm ADV
← Steinberg, Amanda, MaliaOwnerINVESTOR / OWNER, ownership code F, individual
Nov 25, 2015 to presentfactForm ADV
← DAILYWORTH.COM, INC.OwnerINVESTOR / OWNER, ownership code C, domestic entity
Nov 25, 2015 to presentfactForm ADV
← WORTH FINANCIAL HOLDINGS INC.OwnerHOLDING COMPANY / PARENT, ownership code E, domestic entity
Jan 25, 2017 to presentfactForm ADV

Owns (1)

← WFM INVESTORS LLCOwnerINVESTOR / OWNER, ownership code C, domestic entity
Jan 25, 2017 to presentfactForm ADV

Registered with (3)

← Bridgot Sharon BasileAdvisorregistration: previous registration
Jun 7, 2016 to Dec 31, 2017factForm ADV
← Jordan Kailipani'o BastienAdvisorregistration: previous registration
Jun 27, 2016 to Dec 31, 2017factForm ADV
← Michael John GambolAdvisorregistration: previous registration
Jan 11, 2016 to Jun 2, 2016factForm ADV

Dated events

Occurred
Nov 25, 2015
First Form ADV filing
Balance Worldwide Financial Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2487b978-d13a-70d6-e6c6-eb4ed21428f4
First observed: Nov 25, 2015
Last observed: Sep 7, 2017 109 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

WORTHFM

WORTH FINANCIAL MANAGEMENT LLC, CRD 281672

CHESTNUT HILL (PHILADELPHIA), PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2487b978-d13a-70d6-e6c6-eb4ed21428f4

Data as of Sep 7, 2017 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:13 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BASILE, BRIDGOT, SHARON

DIRECTOR OF FINANCIAL PLANNING & INVESTMENT OPERATIONS, CHIEF COMPLIANCE OFFICER

yes

06/2016

Jun 20, 2016

Sep 7, 2017

DAILYWORTH.COM, INC.

INVESTOR / OWNER

yes

12/2016

Nov 25, 2015

Sep 7, 2017

Jipson, Emily, Wynn

GENERAL MANAGER

yes

10/2015

Nov 25, 2015

Sep 7, 2017

Steinberg, Amanda, Malia

MANAGING MEMBER AND CHIEF EXECUTIVE OFFICER

yes

10/2015

Nov 25, 2015

Sep 7, 2017

Steinberg, Amanda, Malia

INVESTOR / OWNER

yes

12/2016

Nov 25, 2015

Sep 7, 2017

WORTH FINANCIAL HOLDINGS INC.

HOLDING COMPANY / PARENT

yes

12/2016

Jan 25, 2017

Sep 7, 2017

WFM INVESTORS LLC

INVESTOR / OWNER

12/2016

Jan 25, 2017

Sep 7, 2017

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2016

Jan 25, 2017

$941,729

n/a

2015

Jan 26, 2016

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2016

$2.7M

n/a