WORTHINGTON WEALTH MANAGEMENT

57 East Wilson Bridge Road
Suite 300
Worthington, Ohio 43085
Tel: 614-368-0769

About WORTHINGTON WEALTH MANAGEMENT

WORTHINGTON WEALTH MANAGEMENT, formally registered with the SEC as WORTHINGTON WEALTH MANAGEMENT. The firm was established in 03/12/2021. They have over 1 offices throughout the country.

WORTHINGTON WEALTH MANAGEMENT is a Worthington, Ohio based Financial Planning firm with nearly $127,961,399 assets under management, offering retirement planning & investment advisory services to 321 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	312951
SEC#	801-120511
Assets Managed by Firm	$127,961,399
No. of Clients	321
No. of Advisors	7

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	321	$127,961,399
Individuals (other than high net worth individuals)	99	$29,197,661
High net worth individuals	39	$98,763,738

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FORT WASHINGTON INVESTMENT ADVISORS INC 303 Broadway, Suite 1200 Cincinnati, OH, 45202	$79,457,379,980	1444	158
NATIONWIDE FUND ADVISORS 10 West Nationwide Blvd Columbus, OH, 43215	$78,252,229,704	130	135
MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive Dublin, OH, 43017	$54,569,476,420	741	48
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
TOUCHSTONE ADVISORS INC 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203	$26,738,929,617	39	84

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