Overview
Assets Under Management: $154 million
Headquarters: WORTHINGTON, OH
High-Net-Worth Clients: 41
Average Client Assets: $2.0 million
Frequently Asked Questions
WORTHINGTON WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #312951), WORTHINGTON WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
WORTHINGTON WEALTH MANAGEMENT is headquartered in WORTHINGTON, OH.
WORTHINGTON WEALTH MANAGEMENT serves 41 high-net-worth clients according to their SEC filing dated March 25, 2026. View client details ↓
According to their SEC Form ADV, WORTHINGTON WEALTH MANAGEMENT offers portfolio management for individuals. View all service details ↓
WORTHINGTON WEALTH MANAGEMENT manages $154 million in client assets according to their SEC filing dated March 25, 2026.
According to their SEC Form ADV, WORTHINGTON WEALTH MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 41
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 53.55%
Average Client Assets: $2.0 million
Total Client Accounts: 336
Discretionary Accounts: 328
Non-Discretionary Accounts: 8
Regulatory Filings
CRD Number: 312951
Filing ID: 2047036
Last Filing Date: 2026-03-25 14:07:57