Worthpointe, LLC
● SEC registered since 2007CRD 143996SEC# 801-67916
Reg. AUM
$1.06B
Employees
16
Accounts
1,703
Location
—
Worthpointe, LLC assets under management
Worthpointe, LLC is an SEC-registered investment adviser. The firm has been registered since 2007. It reports $1.1 billion in regulatory assets under management and employs 16 people.
Worthpointe, LLC owners & executives
12 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Allison Brooke Blake Control | Chief Operating Officer | Under 5% | 2019 |
| Anthony George Ferreira Control | Wealth Manager | Under 5% | 2003 |
| Brooksher Lee Morgan Control | Wealth Manager | Under 5% | 2019 |
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Join to unlock · $37/moFrequently asked questions
How much does Worthpointe, LLC manage?
Worthpointe, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.
How many employees does Worthpointe, LLC have?
Worthpointe, LLC reports 16 employees.
Does Worthpointe, LLC disclose fund performance?
Worthpointe, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 800-620-4232 |
| Fax | 888-619-5666 |
| Office hours | By Appointment |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1921448 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.06B▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 32%
Larger than 68% of 16,271 advisers
EmployeesTop 29%
More than 71% of 16,825 advisers
Assets under management
$1.06Bregulatory AUM
Discretionary $1.06B