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WORTHPOINTE

WORTHPOINTE, LLC

CRD 143996 · SEC 801-67916

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AZ, United States

Phone

800-620-4232

Fax

888-619-5666

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.06B

Discretionary AUM

$1.06B

Team

16 total employees; 9 advisory reps; 6 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees; SUB-ADVISER FEES

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersSUB-ADVISER SERVICES

Client types

TypeClientsAUM
Individuals389$141.0M
High net worth individuals233$870.4M
Pension/profit sharing plans2$12.0M
Charitable organizations1$460K
State/municipal entities1$33.5M

States served

AZ, CA, IL, LA, NE, NJ, NM, NY, OK, OR, WY, WA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD