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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-11-2007
- Office Locations
- 7
Office Locations
About Worthpointe
WorthPointe is a fee-only wealth management and financial planning firm serving families and entrepreneurs. The team builds comprehensive plans, provides ongoing coaching and objective fiduciary advice, and constructs portfolios using vehicles such as ETFs and mutual funds. Clients get the WorthPointe 360 online dashboard to aggregate accounts and monitor investments in real time, with custody support including Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Douglas Guy Bolles
WEALTH MANAGER
- CRD
- #7201481
- Ownership
- 10% but less than 25%
JOHN HOWES CHAPMAN
Financial Planner, WEALTH MANAGER
- CRD
- #5814089
- Ownership
- 5% but less than 10%
Showing 2 of 10 owners & executives
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ALLISON BROOKE BLAKE
Chief Operating Officer
- CRD
- --
BROOKSHER LEE MORGAN
Advisor, Financial Planner, WEALTH MANAGER
- CRD
- #6013756
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,057,380,274 | $620,893 |
| Non-Discretionary | $0 | -- |
| Total | $1,057,380,274 | $620,893 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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