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Worthington Wealth Management

Headquartered in WORTHINGTON, OH

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Firm Information

Worthington Wealth Management is an investment advisor located in Worthington, OH. They provide portfolio management for individuals and have $127,961,399 in regulatory assets under management. The firm has 2 licensed agents and 4 investment advisor representatives. They primarily serve high-net-worth individuals and individuals other than high-net-worth, with a total of 321 accounts.

Worthington Wealth Management

57 EAST WILSON BRIDGE ROAD

WORTHINGTON, OH 43085

$127.96M

Assets Under Management

25

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

WORTHINGTON WEALTH MANAGEMENT has a total of 1 branch locations across the country.
location

WORTHINGTON, OH

Advisors at Worthington Wealth Management

View All 4 Advisors
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Henry Lamb Richter

RA

WORTHINGTON, OH

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Sherry L Tilson

RA

WORTHINGTON, OH

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Anthony Raymond Lamacchia

RA

WORTHINGTON, OH

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Daniel Richard Lamacchia

CFP®, RA

WORTHINGTON, OH

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Disclosures

There are no public disclosures for Worthington Wealth Management.

Frequently Asked Questions (8)

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