WORTHPOINTE, LLC of LA JOLLA, CA is an SEC-registered investment adviser (CRD 143996). Regulatory assets under management: $1.1B.
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: Individuals, High net worth, Pensions, Charities, Other.
| 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 | — |
| 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 |