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WORTHINGTON WEALTH MANAGEMENT
Legal name: WORTHINGTON FINANCIAL PARTNERS LLC
CRD 312951File 801-120511
APPROVED
Retail clients
Custody
Filing as of Mar 25, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$153.7M
Bottom 25% of cohort (national)
Discretionary AUM
$153.3M
Non-discretionary $372K
Clients
336
336 accounts
Employees
6
Bottom 25% of cohort in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Mar 12, 2021
- Principal office
- 57 EAST WILSON BRIDGE ROAD, SUITE 300, WORTHINGTON, OH, 43085
- Phone
- 614-368-0769
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $153.7M
- Discretionary AUM
- $153.3M
- Non-discretionary AUM
- $372K
- Discretionary accounts
- 328
- Non-discretionary accounts
- 8
- Total accounts
- 336
- AUM per client
- $457K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 41 | $82.3M |
| Individuals (other than high net worth individuals) | 295 | $71.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.