DBA: WORTHPOINTE
| Total AUM | $1.06B |
| Discretionary | $1.06B100% of AUM |
| Client Accounts | 1,703 |
| Avg Account Size | $621K |
| Employees | 16 |
| Peak AUM | $1.06BMar 2026 |
| AUM CAGR | +9.2% /yrover 19 yrs · 82 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.1B | +19.4% | +13.0% | +8.8% | |
| Discretionary AUM | |||||
| Total AUM | $1.06B |
| Discretionary | $1.06B |
| Employees | 16 |
| Client Accounts | 1703 |
| Client Range | 1-10 |
Phone
800-620-4232
Filing History
82 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.1B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
Total AUM
$1.1B
| $1.1B |
| +19.4% |
| +13.0% |
| +8.8% |
| Total Accounts | 2k | +19.3% | +4.4% | +5.1% |
| Avg Account Size | $620,892.703 | +0.1% | +8.2% | +3.5% |
| Employees | 16 | 0.0% | 0.0% | +1.3% |
| AUM / Employee | $66M | +19.4% | +13.0% | +7.4% |
Client AUM Segments | |||||
| Wealth AUM | $1.0B | +19.5% | +13.0% | +8.9% | |
| Institutional AUM | $46M | +17.1% | +11.5% | +7.2% | |
Client Count Segments | |||||
| HNW Clients | 389 | +23.1% | 0.4% | +2.0% | |
| Institutional | 4 | +100.0% | +26.0% | +14.9% | |
| Individuals | 233 | +22.0% | +10.6% | +8.6% | |