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 LLC that provides fee-based portfolio management to individuals and families, with a particular focus on small-business owners. The firm is registered with the SEC and first registered in 2021. Its business mix includes advisory services (portfolio management for individuals and small businesses) alongside insurance brokerage activities, and the firm lists an insurance company affiliation. Compensation is primarily a percentage-of-AUM fee arrangement. Worthington reports it does not position itself as an ESG investor, is not a multi-state adviser, and does not serve as a pension consultant or capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 2
Daniel Lamacchia
CEO and PresidentCRD 1253052
John Kennedy
Chief Compliance OfficerCRD 1365599
Contacts
2 of 2
Henry 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
$67.8M in ETFs
57%
$38.4M
32%
$29.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| CAPITAL GROUP CORE EQUITY ETF (CGUS) | Capital Group | Active | Large Blend | $4.9M | 109,572 | 7.19% |
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
Balance Wealth
RIAWorthington, OH
Royal Oak Financial Group
RIAWorthington, OH
21st Century Equity Advisors Corporation
RIAWorthington, OH
Vaughan Investment Advisors, LLC
RIAWorthington, OH
Organic Wealth, LLC
RIAWorthington, OH
Sterling Financial Group LLC
RIAWorthington, OH