# WORTHPOINTE, LLC

WORTHPOINTE, LLC of LA JOLLA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 143996
- Type: SEC-registered investment adviser
- SEC file number: 801-67916
- Location: 3655 NOBEL DR, SUITE 340, LA JOLLA, CA, 92122
- Phone: 800-620-4232
- Latest filing: 2026-03-31
- Regulatory AUM: $1.1B
- Discretionary AUM: $1.1B
- Clients: 16
- Accounts: 1,703

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Pensions, Charities, Other

## Officers, owners & control persons (25)

| Name | Role | Location |
| --- | --- | --- |
| Christopher Paul Vanslyke | PRESIDENT | — |
| Allison Brooke Blake | CHIEF OPERATING OFFICER; CHIEF OPERATIONAL OFFICER/CHIEF COMPLIANCE OFFICER | La Jolla, CA |
| Emily Rose Zerbato | CHIEF COMPLIANCE OFFICER | — |
| Morgan Holton Smith | WEALTH MANAGER | — |
| Richard Dale Wilkinson | WEALTH MANAGER | — |
| Douglas Guy Bolles | WEALTH MANAGER | — |
| John Howes Chapman | WEALTH MANAGER | — |
| Anthony George Ferreira | WEALTH MANAGER | — |
| Brooksher Lee Morgan | WEALTH MANAGER | — |
| Scott William O'Brien | WEALTH MANAGER | — |
| VANSLYKE CHRISTOPHER PAUL | MANAGING DIRECTOR; MANAGING MEMBER; PRESIDENT | — |
| JOHNS KERMIT | WEALTH MANAGER | — |
| FERREIRA ANTHONY GEORGE | CHIEF COMPLIANCE OFFICER; WEALTH MANAGER | — |
| LEONARD SCOTT ALAN | CHIEF INVESTMENT OFFICER | — |
| O'BRIEN JOHN WILLIAM | WEALTH MANAGER | — |
| MORGAN ROBERT LEE | CHIEF COMPLIANCE OFFICER; WEALTH MANAGER | — |
| WILKINSON RICHARD DALE | WEALTH MANAGER | — |
| WILSON JOSHUA ISAIAH | WEALTH MANAGER | — |
| ADDINGTON MATT GREGG | WEALTH MANAGER | — |
| SMITH MORGAN HOLTON | WEALTH MANAGER | — |
| STANLEY CHARLES LARKIN | WEALTH MANAGER | — |
| BLAKE ALLISON BROOKE | CHIEF OPERATIONAL OFFICER/CHIEF COMPLIANCE OFFICER | — |
| REED ALLISON BROOKE | CHIEF OPERATIONAL OFFICER; CHIEF OPERATIONAL OFFICER/CHIEF COMPLIANCE OFFICER | — |
| CHAPMAN JOHN HOWES | WEALTH MANAGER | — |
| Bolles Douglas Guy | WEALTH MANAGER | — |


## Branch offices (12)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| AUSTIN | TX | 3 | 800-620-4232 |
| AUSTIN | TX | 3 | 800-620-4232 |
| LA JOLLA | CA | 2 | 8006204232 |
| LA JOLLA | CA | 2 | 8006204232 |
| — | — | 1 | 800-620-4232 |
| NEWPORT BEACH | CA | 1 | 800-620-4232 |
| TYLER | TX | 1 | 800-620-4232 |
| — | — | 1 | 800-620-4232 |
| — | — | 1 | 800-620-4232 |
| NEWPORT BEACH | CA | 1 | 800-620-4232 |
| TYLER | TX | 1 | 800-620-4232 |
| — | — | 1 | 800-620-4232 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/143996/brochure
- Similar advisers: https://search.stillhousedata.com/firm/143996/similar
- Related entities: https://search.stillhousedata.com/firm/143996/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/143996

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.