Wealth Manager · Worthpointe
John H. Chapman
CRD 5814089 · 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 John H. Chapman on its Form ADV as Wealth Manager.
Firms and roles
- WorthpointeWealth ManagerWealth manager · United States · $1.1B in regulatory assets
AtlasMembers
John’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
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- 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)
- Morgan H. SmithWealth Manager, Worthpointe
- Richard D. WilkinsonWealth Manager, Worthpointe
- Allison B. BlakeChief Operating Officer, Worthpointe
- Douglas G. BollesWealth Manager, Worthpointe
- Christopher P. VanslykePresident, Worthpointe
4 more people named with John on the same filings, with titles and firms. Free in Atlas with a free account.
See all 9 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For John’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.