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Wealth Manager · Worthpointe

Scott W. O'Brien

CRD 1236835 · 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 Scott W. O'Brien on its Form ADV as Wealth Manager, a control person.

Firms and roles

  • WorthpointeWealth ManagerWealth manager · United States · $1.1B in regulatory assets

AtlasMembers

Scott’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 Scott 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 Scott’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.