WorthPointe, LLC

Entity
Company
Business address
888 Prospect Street, Suite 200, 92037 La Jolla, CA
Phone
800-620-4232
State of incorporation
CA
Fiscal year end
December 31
Signature 13F
Emily Zerbato - CCO
All SEC filings
View on sec.gov
WorthPointe, LLC has filed 17 SEC EDGAR filings since 4/6/2022

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
N-PX Open Document Open Filing Aug 5, 2025 Jun 30, 2025 028-22402
13F-HR Open Document Open Filing Aug 5, 2025 Jun 30, 2025 028-22402
13F-HR Open Document Open Filing May 6, 2025 Mar 31, 2025 028-22402
13F-HR Open Document Open Filing Feb 11, 2025 Dec 31, 2024 028-22402
13F-HR Open Document Open Filing Nov 13, 2024 Sep 30, 2024 028-22402
N-PX Open Document Open Filing Aug 14, 2024 Jun 30, 2024 028-22402
13F-HR Open Document Open Filing Aug 13, 2024 Jun 30, 2024 028-22402
13F-HR Open Document Open Filing May 14, 2024 Mar 31, 2024 028-22402
13F-HR Open Document Open Filing Feb 12, 2024 Dec 31, 2023 028-22402
13F-HR Open Document Open Filing Nov 14, 2023 Sep 30, 2023 028-22402
13F-HR Open Document Open Filing Aug 11, 2023 Jun 30, 2023 028-22402
13F-HR Open Document Open Filing May 11, 2023 Mar 31, 2023 028-22402
13F-HR Open Document Open Filing Feb 14, 2023 Dec 31, 2022 028-22402
13F-HR Open Document Open Filing Nov 3, 2022 Sep 30, 2022 028-22402
13F-HR Open Document Open Filing Aug 8, 2022 Jun 30, 2022 028-22402
13F-HR Open Document Open Filing May 4, 2022 Mar 31, 2022 028-22402
13F-HR Open Document Open Filing Apr 6, 2022 Dec 31, 2021 028-22402