Worm Capital, LLC

Worm Capital, LLC (CRD# 284183) is a financial advisory firm headquartered in , . They manage $109,667,129 in 5 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    110
    MILLION
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $21,933,426
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, OR, TX, WA

Financial Advisors at Worm Capital, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Zachary T. Lash
CRD#: 5841067
Austin, TX

Zachary Lash (CRD# 5841067) is an Investment Advisor Representative working at Worm Capital, LLC in Austin, TX and has over 12 years of experience in the finance industry.

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