WORTHINGTON FINANCIAL PARTNERS LLC
Doing business as WORTHINGTON WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$153,695,050
Discretionary
$153,323,015
Non-discretionary
$372,035
Firm details
- CRD number
- 312951
- SEC file number
- 801-120511
- Main office
- WORTHINGTON, OH, United States
- Employees
- 6
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of November 2026.