Worthpointe

CRD 143996 · $1.1B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 143996
SEC number: 801-67916
Firm type: RIA
Assets under management: $1.1B as of Mar 31, 2026
Website: www.instagram.com/WORTHPOINTE/?HL=EN ↗
Phone: 800-620-4232
Address: Not yet retrieved from the source record

Advisors at this firm

7 in our index · page 1 of 1

Douglas Guy BollesCRD 7201481 · Tyler, TX

IA Registered
John Howes ChapmanCRD 5814089 · Newport Beach, CA

IA RegisteredRegistration inactive
Anthony George FerreiraCRD 4586955 · San Diego, CA

IA Registered
Brooksher Lee MorganCRD 6013756 · Austin, TX

IA Registered
Scott William O'brienCRD 1236835 · Austin, TX

IA Registered
Morgan Holton SmithCRD 4620769 · Coronado, CA

IA Registered
Christopher Paul Van SlykeCRD 2870730 · Ramona, CA

IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 143996 ↗ FINRA BrokerCheck record for firm CRD 143996 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.