Unclaimed Profile

Matt Gregg Addington

WORTHPOINTE, LLC·LA JOLLA, California

SIE, Series 7, Series 63, Series 66Clean record19 years registeredWORTHPOINTE, LLC

888 PROSPECT STREET, LA JOLLA, CA 92037CRD# 5110554Firm CRD# 143996

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Matt Gregg Addington · LA JOLLA, CA

Registration

CRD #5110554 · WORTHPOINTE, LLC · 19 years registered

Brand Profile

Not yet started

Career History

FARTHER

Mar 2026 – present

CONSTITUTION WEALTH LLC

May 2022 – Dec 2025

Willow Park, TX

WORTHPOINTE

Jan 2016 – Mar 2026

Willow Park, TX

STRATEGIC ADVISERS, INC.

Nov 2014 – Jan 2016

WESTLAKE, TX

AMERIVEST INVESTMENT MANAGEMENT, LLC

Nov 2009 – Sep 2014

FORT WORTH, TX

TD AMERITRADE, INC.

Nov 2009 – Sep 2014

FORT WORTH, TX

STRATEGIC ADVISERS, INC.

May 2007 – Mar 2008

WESTLAKE, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · May 24, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WORTHPOINTE, LLC

CRD 143996 · SEC 801-67916

AUM

$758M

Regulatory assets under management

Employees

1,367 client accounts

Services offered by WORTHPOINTE, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WORTHPOINTE, LLC →

Introduction

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Frequently Asked Questions

What services does Matt Gregg Addington offer?

Matt Gregg Addington specializes in Financial Planning, Investment Management. Contact their office in LA JOLLA, California for a consultation.

What are Matt Gregg Addington's credentials?

Matt Gregg Addington is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Matt Gregg Addington located?

Matt Gregg Addington is based in LA JOLLA, California, working with WORTHPOINTE, LLC. Their office serves clients in the LA JOLLA metropolitan area and surrounding communities.

How does Matt Gregg Addington charge for services?

Matt Gregg Addington's firm is compensated through percentage of aum, hourly charges, subscription fees, other: sub-adviser fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WORTHPOINTE, LLC?

WORTHPOINTE, LLC has approximately 16 employees and manages $758M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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