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WORTHINGTON WEALTH MANAGEMENT

WORTHINGTON, OH · CRD 312951 · IAPD ↗ · worthingtonwealth.com · 614-368-0769

$153.7MRegulatory AUM
3Advisory reps
6Employees
25Clients
n/aPlanning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
February 2025 — WORTHINGTON WEALTH MANAGEMENT reported RAUM up 27% ($100.8M -> $128.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.