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What Does WorthPointe Do?

Total employees69
HeadquartersAddison
Founded2000

WorthPointe is an independent, 100% employee-owned wealth management firm dedicated to providing sophisticated financial planning and investment advisory services. They focus on helping clients achieve their long-term financial goals through personalized strategies, objective advice, and a commitment to fiduciary responsibility. Their services cater to high-net-worth individuals, families, retirement plans, and institutions, emphasizing a client-centric approach to wealth preservation and growth.

Where Is WorthPointe's Headquarters?

WorthPointe officeWorthPointe officeWorthPointe officeWorthPointe office
*Images sourced via web search. Rights belong to original owners

HQ Function

The headquarters serves as the central hub for WorthPointe's operations, including executive leadership, core financial planning and investment strategy development, compliance, client relations management, and administrative support for its national network of advisors.

Notable Features:

Located in a modern office building, the headquarters provides a professional and accessible environment for clients and employees, equipped with contemporary technology to support its comprehensive financial advisory services.

Work Culture:

The work culture at WorthPointe's headquarters emphasizes collaboration, integrity, continuous learning, and a client-first mentality. It fosters a professional, ethical, and supportive environment where employee-owners are dedicated to excellence.

HQ Significance:

The Addison headquarters is significant as it anchors WorthPointe's operations in a key financial market, facilitates strategic decision-making, and supports the firm's growth and consistent service delivery across all its locations.

Values Reflected in HQ: The headquarters' professional environment, technological integration, and strategic location reflect WorthPointe's commitment to excellence, client accessibility, fiduciary responsibility, and robust operational infrastructure.

Location:

WorthPointe primarily operates within the United States, with multiple offices strategically located across several states including Texas, Colorado, California, Florida, and Oklahoma. While their direct office presence is domestic, they are equipped to serve U.S. clients with international financial interests or U.S. expatriates through their comprehensive financial planning services. Their core functions, including wealth management, investment advisory, and financial planning, are primarily focused on the U.S. market and regulatory environment.

Street Address:

16475 Dallas Parkway, Suite 265

City:

Addison

State/Province:

TX

Country:

USA

Where Else Does WorthPointe Operate Around the World?

Austin, TX, USA

Address: 3801 N. Capital of Texas Hwy, Suite E-240, #178, Austin, TX 78746

To provide localized advisory services and dedicated support to a growing client base in and around the state capital, leveraging regional economic insights and opportunities.

Denver, CO, USA

Address: 1001 Bannock Street, Suite 434, Denver, CO 80204

To establish a strong presence in the thriving Denver metropolitan area and serve the unique financial needs of its diverse population and growing economy.

Houston, TX, USA

Address: 10000 Memorial Drive, Suite 100-N, Houston, TX 77024

To offer specialized financial strategies to clients in one of Texas's largest economic hubs, addressing the specific needs tied to its prominent industries.

Newport Beach, CA, USA

Address: 5000 Birch Street, Suite 3000, Newport Beach, CA 92660

To cater to the significant concentration of wealth and complex financial planning needs prevalent in the Southern California market, offering expert guidance.

Buying Intent Signals for WorthPointe

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Who's Leading WorthPointe? Meet the Executive Team

As of April 2025, WorthPointe' leadership includes:

James M. Kauth, CFP®, CIMA® - Co-Founder, Chief Executive Officer & Chief Compliance Officer
Scott L. Lard, CIMA®, AIF® - Co-Founder, President
Brian J. Luedde, CFA, CFP®, CAIA - Partner, Chief Investment Officer
David E. Johnson, CFP®, CPWA® - Partner, Director of Financial Planning

Who's Investing in WorthPointe?

WorthPointe has been backed by several prominent investors over the years, including:

Employee-Owned (100%)

What Leadership Changes Has WorthPointe Seen Recently?

Hire0
Exits0

Based on publicly available information and recent news searches, there have been no major publicly announced C-suite executive hires or exits at WorthPointe in the last 12 months. The firm focuses on stable leadership and continues to grow by adding experienced wealth advisors to its team across various locations.

What Technology (Tech Stack) Is Used byWorthPointe?

Discover the tools WorthPointe uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

WorthPointe Email Formats and Examples

WorthPointe utilizes a common professional email format. Based on observed patterns from their website, public SEC filings (Form ADV for WorthPointe Investments, LLC), and general corporate communication standards, the most prevalent email format appears to be [first].[last]@worthpointe.com.

[first].[last]@worthpointe.com

Format

james.kauth@worthpointe.com

Example

85%

Success rate

What's the Latest News About WorthPointe?

PR NewswireApril 9, 2024

WorthPointe Advisors Recognized in Forbes' 2024 Best-In-State Wealth Advisors List

Multiple financial advisors from WorthPointe were named to Forbes' prestigious 2024 Best-In-State Wealth Advisors list. This recognition underscores their dedication to providing outstanding service and expert financial guidance to their clients....more

Financial Advisor Magazine / WorthPointe WebsiteAugust 18, 2023

WorthPointe Recognized as a Top RIA by Financial Advisor Magazine for Fifth Consecutive Year

WorthPointe was included in Financial Advisor Magazine's 2023 RIA Ranking, marking the fifth consecutive year the firm has been acknowledged as a top Registered Investment Advisor. This award highlights the firm's consistent growth, expertise, and commitment to client success in the financial advisory industry....more

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