A complete list of active advisors currently associated with Worthscape, LLC

Warmer can help you find a great advisor at Worthscape, LLC or one who fits your needs even better.

Worthscape serves individuals, trusts, and estates, advising both high‑net‑worth and non‑HNW private clients through separately managed accounts. The firm focuses on portfolio management on a discretionary basis and does not offer asset allocation, risk‑assessment, or comprehensive financial planning services. The investment process centers on direct equity selection—primarily U.S. common stocks—using fundamental analysis supplemented by charting and technical methods, with portfolios generally holding 25 to 50 positions. Worthscape also employs a mix of trading approaches (long‑ and short‑term trading), and may incorporate ETFs, convertible securities and fixed income for liquidity or preservation. Distinctive elements include the firm’s use of options trading and other derivatives strategies within separately managed accounts, and the routine availability of short sales and margin transactions—practices that are uncommon among similar supported firms. The firm manages roughly $88 million across a small roster of clients and participates in an institutional custody platform that provides trade execution, reporting and back‑office services.

To learn more about the advisors currently working at Worthscape, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.