WORTHNET, LLC
Firm details
- Headquarters
- BALTIMORE, Maryland
- CRD number
- 333488
- Fee structure
- Other
Firm profile
FINTRXOverview
Worthnet, LLC is organized as a limited liability company and is identified as a domestic entity with individual ownership. Publicly available registration flags the adviser as unclassified, with an unspecified SEC registration year. The firm is not listed as a capital allocator, is not an active ESG investor, and is not designated a multi-state adviser. Its fee model is recorded as “Other,” which typically indicates a non-standard pricing arrangement rather than a straight percentage-of-assets or hourly fee, but no firm-level fee detail is available. There is no substantive public disclosure of advisory activities, target client segments, or investment mandates for Worthnet, LLC. The combination of an unclassified designation, absence of reported clients, and minimal public activity suggests the entity either does not operate a conventional advisory business at scale or functions in a limited, non-public-facing capacity. The firm is not identified as a pension consultant or related adviser.
Assets & Accounts
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
Owners & executives
3 of 3Christopher Mayer
Chief Compliance OfficerCRD 7062300
Danielle O'Dell
Chief Executive OfficerCRD 8009196
Joel Hergenreter
Chief Compliance OfficerCRD 7390971
Contacts
3 of 3MARVIN BARGE
Investment Adviser RepresentativeCRD 4866470
ALEX DALEY
Founder & Managing DirectorCRD 7386502
Nicole Sullivan
Member of the BoardCRD 8034570
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BALTIMORE, MD
BALTIMORE CITY
Location
BALTIMORE, MD
Headquartered in BALTIMORE, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- BALTIMORE CITY
- Address
- 16 W Madison St
- Time zone
- ET (UTC-5)
- Office locations
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