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WorthPointe Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

WorthPointe has about 16 employees, all of them in North America. Banking and Business make up over half of the profiles with a known department. WorthPointe's workforce fell 17% between July 2025 and July 2026.

Find WorthPointe employees' phone numbers or email addresses

WorthPointe Global Highlights

Location
Employees

North America
21

Minus sign iconPlus sign icon
  • United States Of America
    21

WorthPointe's Leadership

  • Certified Financial Planner, Wealth Manager at WorthPointe
    R. W. C.
    Certified Financial Planner, Wealth Manager
    Mobile Phone
  • Investment Advisory Rep at WorthPointe
    C. V.
    Investment Advisory Rep
    Mobile Phone

WorthPointe Employee Metrics

100%
50%
0%
2026
2025
  • Finance
  • Operations
  • Administrative
  • Analytics
  • Other
  • Banking
  • Business

Banking is the largest department at 75% of profiles with a known department, up from 0% in July 2025, followed by Business (17%, up from 0%) and Finance (8%, down from 38%).

Contact profiles from WorthPointe

Name
Title
Contact
Location
Last Update
  • Certified Financial Planner, Wealth Manager at WorthPointe
    R. W. C.
    Certified Financial Planner, Wealth Manager
    Mobile Phone
    Jun 08, 2026
  • Investment Advisory Rep at WorthPointe
    C. V.
    Investment Advisory Rep
    Mobile Phone
    Jun 08, 2026

Frequently Asked Questions

What are the largest departments at WorthPointe?

Minus sign iconPlus sign iconBanking is the largest department at 75% of profiles with a known department, up from 0% in July 2025, followed by Business (17%, up from 0%) and Finance (8%, down from 38%).

How has WorthPointe's workforce changed over the past year?

Minus sign iconPlus sign iconWorthPointe's workforce fell 17% between July 2025 and July 2026. Banking's share of profiles with a known department rose from 0% to 75%.

How many employees does WorthPointe have currently?

Minus sign iconPlus sign iconWorthPointe has approximately 16 employees as of October 2026. These team members are located across 1 continents, including North America.

Who are WorthPointe's key employees and leadership?

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As of October 2026, WorthPointe's key employees include:

  • Certified Financial Planner, Wealth Manager: R. W. C.
  • Investment Advisory Rep: C. V.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

What is WorthPointe's most common email format?

Minus sign iconPlus sign iconWorthPointe employees' email format typically follows the pattern of First.Last@wpwm.com. Trying to find reliable and up-to-date employee contact data? Find more WorthPointe email formats with LeadIQ.

What is WorthPointe known for?

Minus sign iconPlus sign iconWorthPointe was founded in 2000 and operates in the Financial Services industry. You can contact WorthPointe's main corporate office by phone at
+1-512-464-****
. Explore WorthPointe's company overview page for more information.

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