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Chief Operating Officer · Worthpointe

Allison B. Blake

CRD 5669353 · Named on Form ADV at one SEC-registered adviser

At a glance

Worthpointe, an SEC-registered wealth manager with $1.1 billion in regulatory assets, lists Allison B. Blake on its Form ADV as Chief Operating Officer, a control person.

Firms and roles

  • WorthpointeChief Operating OfficerWealth manager · United States · $1.1B in regulatory assets

AtlasMembers

Allison’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (9)

4 more people named with Allison on the same filings, with titles and firms. Free in Atlas with a free account.

See all 9 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Allison’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.