firm
WorthPointe
CRD: 143996
In network coverage since October 21, 2026 · 4 stories
$1.1BRegulatory AUMSEC Form ADV · Oct 24
16EmployeesForm ADV
1Deals on our tracker
Deal recordFull tracker →
Network coverage
Features
The $947 Million Median Is Not the Bid a Sub-$1B RIA Gets
Owners of $250 million-to-$1 billion RIAs sell into a market defined by closed sub-$1 billion deals and founders who stayed, not by headline AUM.