WORTHNET, LLC
CRD #333488 SEC #801-131609 BALTIMORE, MD 667-312-3548
SEC Registered
Total AUM
--
Discretionary
--
Employees
3
Clients
--
Accounts
--
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Maryland
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 8, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BARGE, MARVIN, HARRIS | I | MEMBER OF THE BOARD/ INVESTMENT ADVISER REPRESENTATIVE | NA | |
| BARGE, MARVIN, HARRIS | I | MEMBER OF THE BOARD/ INVESTMENT ADVISER REPRESENTATIVE | NA | |
| BARGE, MARVIN, HARRIS | I | MEMBER OF THE BOARD/ INVESTMENT ADVISER REPRESENTATIVE | NA | |
| BARGE, MARVIN, HARRIS | I | MEMBER OF THE BOARD/ INVESTMENT ADVISER REPRESENTATIVE | NA | |
| BARGE, MARVIN, HARRIS | I | MEMBER OF THE BOARD/ INVESTMENT ADVISER REPRESENTATIVE | NA | |
| BARGE, MARVIN, HARRIS | I | MEMBER OF THE BOARD/ INVESTMENT ADVISER REPRESENTATIVE | NA | |
| BARGE, MARVIN, HARRIS | I | MEMBER OF THE BOARD/ INVESTMENT ADVISER REPRESENTATIVE | NA | |
| Cooper, Donna, Lynne | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Cooper, Donna, Lynne | I | CHIEF COMPLIANCE OFFICER | NA | |
| Cooper, Donna, Lynne | I | CHIEF COMPLIANCE OFFICER | NA | |
| Cooper, Donna, Lynne | I | CHIEF COMPLIANCE OFFICER | NA | |
| Cooper, Donna, Lynne | I | CHIEF COMPLIANCE OFFICER | NA | |
| Cooper, Donna, Lynne | I | CHIEF COMPLIANCE OFFICER | NA | |
| Cooper, Donna, Lynne | I | CHIEF COMPLIANCE OFFICER | NA | |
| Cooper, Donna, Lynne | I | CHIEF COMPLIANCE OFFICER | NA | |
| Cooper, Donna, Lynne | I | CHIEF COMPLIANCE OFFICER | NA | |
| DALEY, ALEX, DAVID | I | DIRECTOR/ MEMBER OF THE BOARD | NA | Control |
| DALEY, ALEX, DAVID | I | DIRECTOR/ MEMBER OF THE BOARD | NA | Control |
| DALEY, ALEX, DAVID | I | FOUNDER/ MANAGING DIRECTOR/ MEMBER OF THE BOARD | NA | Control |
| DALEY, ALEX, DAVID | I | FOUNDER/ MANAGING DIRECTOR/ MEMBER OF THE BOARD | NA | Control |
| DALEY, ALEX, DAVID | I | FOUNDER/ MANAGING DIRECTOR/ MEMBER OF THE BOARD | NA | Control |
| DALEY, ALEX, DAVID | I | FOUNDER/ MANAGING DIRECTOR/ MEMBER OF THE BOARD | NA | Control |
| DALEY, ALEX, DAVID | I | FOUNDER/ MANAGING DIRECTOR/ MEMBER OF THE BOARD | NA | Control |
| Mayer, Christopher, William | I | MEMBER OF THE BOARD | NA | |
| Mayer, Christopher, William | I | MEMBER OF THE BOARD | NA | |
| Mayer, Christopher, William | I | MEMBER OF THE BOARD | NA | |
| Mayer, Christopher, William | I | MEMBER OF THE BOARD | NA | |
| Mayer, Christopher, William | I | MEMBER OF THE BOARD | NA | |
| Mayer, Christopher, William | I | MEMBER OF THE BOARD | NA | |
| Mayer, Christopher, William | I | MEMBER OF THE BOARD | NA | |
| O'Dell, Danielle, Lynn | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| O'Dell, Danielle, Lynn | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| O'Dell, Danielle, Lynn | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| O'Dell, Danielle, Lynn | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| O'Dell, Danielle, Lynn | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| O'Dell, Danielle, Lynn | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| O'Dell, Danielle, Lynn | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| O'Dell, Danielle, Lynn | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| O'Dell, Danielle, Lynn | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Sullivan, Nicole, F | I | OF COUNSEL | NA | Control |
| Sullivan, Nicole, F | I | OF COUNSEL/ MEMBER OF THE BOARD | NA | Control |
| Sullivan, Nicole, F | I | OF COUNSEL/ MEMBER OF THE BOARD | NA | Control |
| Sullivan, Nicole, F | I | OF COUNSEL/ MEMBER OF THE BOARD | NA | Control |
| Sullivan, Nicole, F | I | OF COUNSEL/ MEMBER OF THE BOARD | NA | Control |
| Sullivan, Nicole, F | I | OF COUNSEL/ MEMBER OF THE BOARD | NA | Control |
| Sullivan, Nicole, F | I | OF COUNSEL/ MEMBER OF THE BOARD | NA | Control |
| Sullivan, Nicole, F | I | OF COUNSEL/ MEMBER OF THE BOARD | NA | Control |
| MONUMENT AND CATHEDRAL HOLDINGS, LLC | DE | SHAREHOLDER | E | Control |
| MONUMENT AND CATHEDRAL HOLDINGS, LLC | DE | SHAREHOLDER | E | Control |
| MONUMENT AND CATHEDRAL HOLDINGS, LLC | DE | SHAREHOLDER | E | Control |
| MONUMENT AND CATHEDRAL HOLDINGS, LLC | DE | SHAREHOLDER | E | Control |
| MONUMENT AND CATHEDRAL HOLDINGS, LLC | DE | SHAREHOLDER | E | Control |
| MONUMENT AND CATHEDRAL HOLDINGS, LLC | DE | SHAREHOLDER | E | Control |
| MONUMENT AND CATHEDRAL HOLDINGS, LLC | DE | SHAREHOLDER | E | Control |
| MONUMENT AND CATHEDRAL HOLDINGS, LLC | DE | SHAREHOLDER | E | Control |
| MONUMENT AND CATHEDRAL HOLDINGS, LLC | DE | SHAREHOLDER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| COBBLESTONE PUBLISHING INC. | DE | MONUMENT AND CATHEDRAL HOLDINGS, LLC | E | Control |
| ELIZABETH W P BONNER ELECTING SMALL BUSINESS TRUST | DE | COBBLESTONE PUBLISHING INC. | D | Control |
Registrations
Federal
IA
Jul 8, 2025 REGISTERED
Notice Filings (5)
LA MD NE NH TX
Address
16 W. MADISON STREETBALTIMORE, MD 21201
United States
Phone: 667-312-3548