WORTHINGTON, OHCRD 312951Latest ADV March 25, 2026
Worthington Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Worthington, OH. Its latest Form ADV filing, dated March 25, 2026, reports $154M in regulatory assets under management, 6 employees, and 336 accounts.
Assets Under Management
$154M
Employees
6
Offices
--
Total Clients
336
Primary office
WORTHINGTON, OH
57 EAST WILSON BRIDGE ROAD, SUITE 300, WORTHINGTON, OH, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 87.8% of total clients.
Top client categories% of clientsClients
1
Individuals
87.8%
295
2
HNWI
12.2%
41
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$154Mas of March 25, 2026
Discretionary99.8%
$153M
100% of total RAUM99.8%
Non-discretionary0.2%
$372K
0% of total RAUM0.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$154M
Total Accounts336
10Y AUM Change+$154M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee56:1
10Y Employee Change+2 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.