Worthington Wealth Management
Worthington Wealth Management is an SEC-registered mass-market adviser in Worthington, OH with $153.7M assets under management (AUM, regulatory AUM), +20% over one year. See who owns Worthington Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 312951, SEC 801-120511, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $153.7M (2026-03-25)
- Firm type
- Mass-Market Adviser
- Location
- Worthington, OH
- Employees
- 6
- Clients
- 336
- CRD
- 312951
- Ownership
- KENNEDY, JOHN, MICHAEL; LAMACCHIA, DANIEL, RICHARD; DYE, MARNI-LEE
How much AUM does Worthington Wealth Management have?
Worthington Wealth Management reported $153.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns Worthington Wealth Management?
Disclosed owners and executives of Worthington Wealth Management include KENNEDY, JOHN, MICHAEL, LAMACCHIA, DANIEL, RICHARD, DYE, MARNI-LEE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.