WORTHINGTON WEALTH MANAGEMENT
Firm details
- Headquarters
- WORTHINGTON, Ohio
- CRD number
- 312951
- Registered since
- March 12, 2021
- Website
- www.worthingtonwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI53.55%
- Individuals46.45%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Worthington Wealth Management is a privately held limited liability company that registered with the SEC in 2021 and is owned by an individual principal. The firm serves individual and family clients, providing portfolio management and related advisory services for individuals and small businesses. Its adviser role sits alongside an insurance brokerage practice; the firm lists insurance company affiliations and continues to operate as an insurance broker in addition to advising on investments. The business charges fees based on a percentage of assets under management and does not identify itself as a capital allocator. Worthington reports no active ESG investing program and is not registered or operating as a multi-state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities51%
- Public Funds/Mutual Funds43%
- Cash & Cash Equivalents4%
- Non-Exchange Traded Equities1%
- State & Local Bonds1%
Owners & executives
2 of 2JOHN KENNEDY
Chief Compliance OfficerCRD 1365599
DANIEL LAMACCHIA
CEO and PresidentCRD 1253052
Contacts
2 of 2HENRY RICHTER
Financial AdvisorCRD 376051
Anthony LaMacchia
Portfolio AnalystCRD 7597076
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 43Active vs passive
$59.7M in ETFs
57%
$33.9M
32%
$25.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| CAPITAL GROUP CORE EQUITY ETF (CGUS) | Capital Group | Active | Large Blend | $4.2M | 108,267 | 6.97% |
Location
WORTHINGTON, OH
FRANKLIN
Location
WORTHINGTON, OH
Headquartered in WORTHINGTON, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.
- Metro area
- Columbus-Marion-Zanesville, OH
- Region
- Midwest
- County
- FRANKLIN
- Address
- 57 E Wilson Bridge Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
ROYAL OAK FINANCIAL GROUP
RIAWORTHINGTON, OH
BALANCE WEALTH
RIAWORTHINGTON, OH
21ST CENTURY EQUITY ADVISORS CORPORATION
RIAWORTHINGTON, OH
VAUGHAN INVESTMENT ADVISORS, LLC
RIAWORTHINGTON, OH
ORGANIC WEALTH, LLC
RIAWORTHINGTON, OH
GIANOLA FINANCIAL PLANNING, LLC
RIAWORTHINGTON, OH