Worthington Wealth Management

Overview

Worthington Wealth Management is a small, SEC-registered advisory LLC that combines fee-based portfolio management for individual and family clients with insurance brokerage capabilities. The firm was registered with the SEC in 2021 and is owned by an individual. Its business model centers on percentage-of-AUM fees and direct portfolio management for individuals and small businesses rather than serving institutional or pension clients. Worthington does not self-identify as an active ESG investor and is not registered as a multi-state adviser or a pension consultant. The firm’s advisory activity sits alongside insurance-related services and an affiliation with an insurance company, which shapes product choices and distribution—particularly the use of annuity products alongside traditional investment vehicles. Worthington is not set up as a capital allocator to third-party alternative managers in the public data provided.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices