WORTHNET, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
4
Advisory reps
6

Firm details

Headquarters
BALTIMORE, Maryland
CRD number
333488
Fee structure
Other

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Christopher Mayer

    Chief Compliance OfficerCRD 7062300

  • Danielle O'Dell

    Chief Executive OfficerCRD 8009196

  • Joel Hergenreter

    Chief Compliance OfficerCRD 7390971

Contacts

3 of 3
  • MARVIN BARGE

    Investment Adviser RepresentativeCRD 4866470

  • ALEX DALEY

    Founder & Managing DirectorCRD 7386502

  • Nicole Sullivan

    Member of the BoardCRD 8034570

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth