| 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 |
Worthpointe, LLC reports $885.6 million in regulatory assets under management on its Form ADV.
Worthpointe, LLC reports 16 employees.
Worthpointe, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $885.6M |
| Non-discretionary | $0 |
| Total (RAUM) | $885.6M |