# Worthington Wealth Management

Worthington Wealth Management is a Bank / Wealth / Trust based in Worthington, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Worthington, United States
- **Region:** North America
- **Address:** Worthington, OH, United States
- **Founded:** 2021
- **Assets under management:** Undisclosed
- **Website:** worthingtonwealth.com
- **LinkedIn:** https://www.linkedin.com/company/worthington-wealth-management

## Regulatory record

- **CRD number:** 312951
- **SEC file number:** 801-120511
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-25T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/312951

## About

Worthington Wealth Management opened its doors in 2021, filing as a registered investment advisor with the SEC from its base in Worthington, Ohio — an affluent inner-ring suburb of Columbus. The firm's founding coincided with a wave of breakaway advisors leaving wirehouses for independence, a structural trend that accelerated through the pandemic years. Per public SEC filings, the firm provides both discretionary portfolio management and financial planning. The firm does not publicly disclose target allocations, direct investment activity, or portfolio company positions. Given its Ohio footprint and founding era, the firm's geographic focus appears concentrated in the Columbus metropolitan area, a region with a growing base of corporate executives and business owners tied to local employers such as Nationwide, Cardinal Health, and Ohio State University. The firm has not publicly disclosed AUM, a figure that typically remains private for RIAs below the SEC's Form ADV Part 1 disclosure threshold tier. No adjacent vehicles — such as a family office, philanthropic foundation, or private equity arm — have been announced. The absence of a public website with substantive firm detail limits additional visibility into team size, named principals, or operational milestones. Worthington Wealth Management's structural posture is that of a classic local RIA: a fiduciary standard, a solo or small-team practice, and a service model built on personal relationships rather than proprietary sourcing, fund structures, or co-investor networks. The firm's regulatory filings do not indicate any fund commitments, direct deals, or alternative investment platforms, consistent with a planning-led, income-oriented practice serving individual clients.

## Questions

### Who founded Worthington Wealth Management?

The firm has not publicly disclosed named principals, a founder, or key investment decision-makers. The SEC's Investment Adviser Public Disclosure database contains a filing record for the firm, but without a published Form ADV Part 2 brochure or public website content, the identities of the founder and advisors are not available from public sources. This is typical for pre-launch or very small RIAs that have not yet scaled their public presence.

## Related profiles

- [Worthington Enterprises](https://altss.com/profile/worthington-enterprises)
- [Worthscape](https://altss.com/profile/worthscape)

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Last updated: 2026-08-11T02:43:31.692Z

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