Falists
← Back to search

WORTHINGTON WEALTH MANAGEMENT

WORTHINGTON FINANCIAL PARTNERS LLC

CRD 312951 · SEC 801-120511

Visit website

57 EAST WILSON BRIDGE ROAD, SUITE 300, WORTHINGTON, OH, 43085, United States

Phone

614-368-0769

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$153.7M

Discretionary AUM

$153.3M

Team

6 total employees; 3 advisory reps; 25 broker-dealer reps

Clients

—

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-25

Disciplinary history

No

Services

Portfolio management (individuals)

Client types

TypeClientsAUM
Individuals295$71.4M
High net worth individuals41$82.3M

States served

OH, TX, FL

All web addresses on file

Official SEC filing: View on IAPD