Worthington Wealth Management

Worthington Wealth Management (CRD# 312951) is a financial advisory firm headquartered in Worthington, OH. They manage $100,821,887 in 285 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
57 East Wilson Bridge Road, Suite 300, Worthington, OH 43085
https://www.linkedin.com/company/worthington-wealth-management
By the Numbers
  • Total Assets Under Management
    101
    MILLION
  • Total Number of Accounts
    285
    ACCOUNTS
  • Average Account Value
    $353,761
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, OH, TX

Financial Advisors at Worthington Wealth Management
Showing 1 - 4 of 4 top financial advisors.
1
Daniel Lamacchia, financial advisor Worthington OH
Daniel R. Lamacchia
CRD#: 1253052
57 East Wilson Bridge Road, Suite 300, Worthington, OH 43085

Daniel Lamacchia (CRD# 1253052) is an Investment Advisor Representative working at Worthington Wealth Management in Worthington, OH and has over 28 years of experience in the finance industry.

2
Henry Richter, financial advisor Worthington OH
Henry L. Richter
CRD#: 376051
57 East Wilson Bridge Road, Suite 300, Worthington, OH 43085

Henry Richter (CRD# 376051) is an Investment Advisor Representative working at Worthington Wealth Management in Worthington, OH and has over 39 years of experience in the finance industry.

3
Sherry Tilson, financial advisor Worthington OH
Sherry L. Tilson
CRD#: 2970683
57 East Wilson Bridge Road, Suite 300, Worthington, OH 43085

Sherry Tilson (CRD# 2970683) is an Investment Advisor Representative working at Worthington Wealth Management in Worthington, OH and has over 12 years of experience in the finance industry.

4
Anthony Lamacchia, financial advisor Worthington OH
Anthony R. Lamacchia
CRD#: 7597076
57 East Wilson Bridge Road, Suite 300, Worthington, OH 43085

Anthony Lamacchia (CRD# 7597076) is an Investment Advisor Representative working at Worthington Wealth Management in Worthington, OH and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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