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Scott William O'Brien

Wealth ManagerWorthpointe, LLCCRD 1236835

About Scott William O'Brien

Scott William O'Brien is listed as Wealth Manager at Worthpointe, LLC. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Worthpointe, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Scott William O'Brien work?

Scott William O'Brien is listed as Wealth Manager at Worthpointe, LLC on SEC Form ADV.

How much of Worthpointe, LLC does Scott William O'Brien own?

Form ADV reports a beneficial ownership band of Under 5%.

Worthpointe, LLC

TitleWealth Manager
OwnershipUnder 5%
Control personYes
Since2023