The form consists of two parts. Part 1 requires information about the investment adviser’s business, ownership, clients, employees, business practices, affiliations, and any disciplinary events of the adviser or its employees. Part 2 requires investment advisers to prepare narrative brochures written in plain English that contain information such as the types of advisory services offered, the adviser’s fee schedule, disciplinary information, conflicts of interest, and the educational and business background of management and key advisory personnel of the adviser. The brochure is the primary disclosure document that investment advisers provide to their clients. When filed, the brochures are available to the public on the IAPD website.
CreateWorth is a service offering of DailyWorth.com, Inc.
and its advisory affiliate, Worth Financial Management, LLC (“WorthFM”), a
registered investment advisor with the U.S. Securities and Exchange Commission
(“SEC”). Membership in CreateWorth includes engagement of WorthFM as a
financial advisor for financial planning and related services. Worth
Financial Management LLC (WorthFM). By using WorthFM’s products, including
the CreateWorth program, you accept our Client Financial Planning Agreement and