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Danny Lee Worrell

Truewater Wealth

Ponte Vedra Beach, FL

CRD 5229545

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Employer firm

Truewater Wealth CRD 142080

$74.3M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Truewater Wealth

818 Jimmy Buffett Memorial Highway Suite 100, Ponte Vedra Beach, FL 32082 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-11-10
GA RA APPROVED 2023-11-01
  • FL RA
    APPROVED
    Since 2025-11-10
  • GA RA
    APPROVED
    Since 2023-11-01

Branch Locations

818 Jimmy Buffett Memorial Highway Suite 100, Ponte Vedra Beach, FL 32082 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ringeisen & Worrell, P.A. Ponte Vedra Beach FL 08/1994 08/2025
Ponte Vedra Wealth, P.A. Ponte Vedra Beach FL 08/2025 Present
  • 08/1994 → 08/2025
    Ringeisen & Worrell, P.A.
    Ponte Vedra Beach, FL
  • 08/2025 → Present
    Ponte Vedra Wealth, P.A.
    Ponte Vedra Beach, FL
Other Names
  • Danny Lee Worrell

View on SEC IAPD

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