Worm Capital, LLC

Worm Capital, LLC (CRD# 284183) is a financial advisory firm headquartered in La Jolla, CA. They manage $114,620,857 in 107 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    115
    MILLION
  • Total Number of Accounts
    107
    ACCOUNTS
  • Average Account Value
    $1,071,223
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, NY, TX, WA

Financial Advisors at Worm Capital, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Zachary T. Lash
CRD#: 5841067
1298 Prospect St., Suite 1g, La Jolla, CA 92037
96
Wealthminder
score

Zachary Lash (CRD# 5841067) is an Investment Advisor Representative working at Worm Capital, LLC in La Jolla, CA and has over 6 years of experience in the finance industry.

2
Arne T. Alsin
CRD#: 1522405
San Diego, CA
93
Wealthminder
score

Arne Alsin (CRD# 1522405) is an Investment Advisor Representative working at Worm Capital, LLC in San Diego, CA and has over 31 years of experience in the finance industry.

3
Daniel Crowley
CRD#: 5918372
1298 Prospect St., Suite 1g, La Jolla, CA 92037
90
Wealthminder
score

Daniel Crowley (CRD# 5918372) is an Investment Advisor Representative working at Worm Capital, LLC in La Jolla, CA and has 1 year of experience in the finance industry.

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