WORTHINGTON FINANCIAL PARTNERS LLC
Legal name: WORTHINGTON WEALTH MANAGEMENT
CRD #312951 SEC #801-120511 WORTHINGTON, OH 614-368-0769
SEC Registered
Total AUM
$128M
Discretionary
$127.2M
Employees
7
Clients
--
Accounts
321
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $128M | $127.2M | $784.2K | 7 | 25 |
| Jan 2025 | $128M | $127.2M | $784.2K | 7 | 25 |
| Jan 2024 | $100.8M | $100.8M | $0 | 6 | 25 |
| Jan 2024 | $95M | $95M | $0 | 6 | 25 |
| Jun 2023 | $95M | $95M | $0 | 6 | 25 |
| Apr 2023 | $95M | $95M | $0 | 6 | 25 |
| Mar 2022 | $106.2M | $106.2M | $0 | 4 | 25 |
| Jul 2021 | $109.5M | $109.5M | $0 | 4 | 0 |
| Apr 2021 | $0 | $0 | $0 | 4 | 0 |
| Apr 2021 | $0 | $0 | $0 | 4 | 0 |
| Feb 2021 | $0 | $0 | $0 | 4 | 0 |
DateFeb 2025
Total AUM$128M
Discretionary$127.2M
Non-Disc.$784.2K
Employees7
Clients25
DateJan 2025
Total AUM$128M
Discretionary$127.2M
Non-Disc.$784.2K
Employees7
Clients25
DateJan 2024
Total AUM$100.8M
Discretionary$100.8M
Non-Disc.$0
Employees6
Clients25
DateJan 2024
Total AUM$95M
Discretionary$95M
Non-Disc.$0
Employees6
Clients25
DateJun 2023
Total AUM$95M
Discretionary$95M
Non-Disc.$0
Employees6
Clients25
DateApr 2023
Total AUM$95M
Discretionary$95M
Non-Disc.$0
Employees6
Clients25
DateMar 2022
Total AUM$106.2M
Discretionary$106.2M
Non-Disc.$0
Employees4
Clients25
DateJul 2021
Total AUM$109.5M
Discretionary$109.5M
Non-Disc.$0
Employees4
Clients0
DateApr 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateApr 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateFeb 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0