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WORTHPOINTE
WORTHPOINTE was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-03-31, it reported 16...
Overview
WORTHPOINTE was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-03-31, it reported 16 employees; 1,703 advisory accounts; services including Financial planning, Pension consulting, Portfolio management for individuals and small businesses, Selection of other advisers; client categories including Charitable organizations, High net worth individuals, Individuals (other than high net worth individuals), Pension and profit sharing plans, State or municipal government entities; compensation arrangements including A percentage of assets under management, Fixed fees, Hourly charges. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.
General information
Firm type
Registered Investment Adviser
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