# Worthington Wealth Management

> Worthington Wealth Management is an SEC-registered investment advisory firm in Worthington, OH, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 312951
- Filed as: WORTHINGTON WEALTH MANAGEMENT
- Legal name: Worthington Financial Partners LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Worthington, OH
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/312951
- AdvisorCensus page: https://advisorcensus.com/firm/worthington-wealth-management-worthington-oh-312951

## Quick answers

**How is Worthington Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Worthington Wealth Management reports these compensation arrangements: a percentage of assets under its management.

**How much does Worthington Wealth Management charge?**
Its Form ADV Part 2A brochure dated March 25, 2026 states: Asset-based fee: up to 2% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Worthington Wealth Management located?**
Worthington Wealth Management's principal office is in Worthington, OH, according to its Form ADV.

**Is Worthington Wealth Management registered with the SEC or a state?**
Worthington Wealth Management is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 312951.

**How much does Worthington Wealth Management manage?**
Worthington Wealth Management reports $153,695,050 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).

**How have Worthington Wealth Management's assets and staff changed since 2021?**
In the Form ADV data for Worthington Wealth Management: Regulatory assets under management: $109,473,991 in the October 2021 data and $153,695,050 in the October 2026 data, up 40%. Total employees: 4 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Worthington Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (295); high net worth individuals (41).

**Which custodians does Worthington Wealth Management use?**
Worthington Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Worthington Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/312951

**What changed in Worthington Wealth Management's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $127,961,399 to $153,695,050 (+20%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 25, 2026)

- Asset-based fee: up to 2% of assets a year (the maximum the brochure states)

> Maximum annual fees are 2% of assets under management (“AUM”).

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $153,695,050
- Discretionary: $153,323,015
- Non-discretionary: $372,035

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 295 | $71,387,266 |
| High net worth individuals | 41 | $82,307,784 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (5 years)
- Employees: 6 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, OH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- gettr.com/user/WorthingonWM
- twitter.worthingtonwm
- worthingtonwealth.com
- LinkedIn @worthington-wealth-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $109,473,991 | 4 | July 9, 2021 |
| October 2022 | $106,229,247 | 4 | March 28, 2022 |
| October 2023 | $95,049,451 | 6 | June 5, 2023 |
| October 2024 | $100,821,887 | 6 | January 22, 2024 |
| October 2025 | $127,961,399 | 7 | February 4, 2025 |
| October 2026 | $153,695,050 | 6 | March 25, 2026 |

Regulatory assets under management: $109,473,991 in the October 2021 data and $153,695,050 in the October 2026 data, up 40%.
Total employees: 4 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $127,961,399 to $153,695,050 (+20%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Worthington Wealth Management (CRD 312951): Form ADV filing data as of October 2026.