RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Ohio
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Feb 4, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
DYE, MARNI-LEEICHIEF COMPLIANCE OFFICERNA Control
DYE, MARNI-LEEICHIEF COMPLIANCE OFFICERNA Control
DYE, MARNI-LEEICHIEF COMPLIANCE OFFICERNA Control
DYE, MARNI-LEEICHIEF COMPLIANCE OFFICERNA Control
DYE, MARNI-LEEICHIEF COMPLIANCE OFFICERNA Control
DYE, MARNI-LEEICHIEF COMPLIANCE OFFICERNA Control
KENNEDY, JOHN, MICHAELICHIEF COMPLIANCE OFFICERNA Control
KENNEDY, JOHN, MICHAELICHIEF COMPLIANCE OFFICERNA Control
KENNEDY, JOHN, MICHAELICHIEF COMPLIANCE OFFICERNA Control
KENNEDY, JOHN, MICHAELICHIEF COMPLIANCE OFFICERNA Control
LAMACCHIA, DANIEL, RICHARDIMANAGING PRINCIPALE Control
LAMACCHIA, DANIEL, RICHARDIMANAGING PRINCIPALE Control
LAMACCHIA, DANIEL, RICHARDIMANAGING PRINCIPALE Control
LAMACCHIA, DANIEL, RICHARDIMANAGING PRINCIPALE Control
LAMACCHIA, DANIEL, RICHARDIMANAGING PRINCIPALE Control
LAMACCHIA, DANIEL, RICHARDIMANAGING PRINCIPALE Control
LAMACCHIA, DANIEL, RICHARDIMANAGING PRINCIPAL AND CHIEF COMPLIANCE OFFICERE Control
LAMACCHIA, DANIEL, RICHARDIMANAGING PRINCIPALE Control
LAMACCHIA, DANIEL, RICHARDIMANAGING PRINCIPALE Control
LAMACCHIA, DANIEL, RICHARDIMANAGING PRINCIPALE Control
LAMACCHIA, DANIEL, RICHARDIMANAGING PRINCIPALE Control

Registrations

Federal

IA
Feb 4, 2025 REGISTERED

Notice Filings (3)

FL OH TX

Address

57 EAST WILSON BRIDGE ROAD
SUITE 300
WORTHINGTON, OH 43085
United States
Phone: 614-368-0769