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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.
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.
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.
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.
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.
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.
16475 Dallas Parkway, Suite 265
Addison
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.
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.
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.
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.
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As of April 2025, WorthPointe' leadership includes:
WorthPointe has been backed by several prominent investors over the years, including:
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.
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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
PR Newswire • April 9, 2024
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 Website • August 18, 2023
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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