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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

WORTHINGTON WEALTH MANAGEMENT

WORTHINGTON FINANCIAL PARTNERS LLC, CRD 312951

WORTHINGTON, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:89759b3d-64cc-d3a5-703f-b85a6350e6eb

Data as of Mar 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 4
On other graphs: 0
Observed: Feb 11, 2021 to Mar 25, 2026
12 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $154MItem 5.F on the latest filing (2026-03-25); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $153M
Private client RAUM: $154MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $51.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 6
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 336
Individual clients: 295
High net worth clients: 41
Custody, client assets: $414,969
SEC number: 801-120511
CIK: 2111427
CRD: 312951
Filings on the tape: 12
First filed: Feb 11, 2021
Latest filed: Mar 25, 2026
Organised: Limited Liability Company, OH
Website: worthingtonwealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DANIEL RICHARD LAMACCHIA	Certified Financial Planner	WORTHINGTON, OH	5	30	3	no
HENRY LAMB RICHTER	n/a	WORTHINGTON, OH	5	41	4	no
Anthony Raymond LaMacchia	n/a	WORTHINGTON, OH	3	14	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
KENNEDY, JOHN, MICHAEL	CHIEF COMPLIANCE OFFICER	Na	yes	01/2024	Jan 5, 2024	Jan 22, 2024
LAMACCHIA, DANIEL, RICHARD	MANAGING PRINCIPAL	E	yes	03/2021	Feb 11, 2021	Jan 22, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 5 of 6

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 25, 2026	$154M	$153M	6	3	n/a	n/a
2024	Feb 4, 2025	$128M	$127M	7	3	n/a	n/a
2023	Jan 22, 2024	$101M	$101M	6	3	n/a	n/a
2022	Apr 3, 2023	$95.0M	$95.0M	6	2	n/a	n/a
2021	Mar 28, 2022	$106M	$106M	4	2	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	1	-1	33.3%	0	0	0	0	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$154M	$128M	20.1%	$95.0M	17.4%	6	7	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
BENJAMIN F. EDWARDS & COMPANY, INCORPORATED	2	May 4, 2021	Apr 30, 2021	COLUMBUS, OH	Team lift out	Ibd to new firm	0.6%

Relationships

Registered with (4)

← Anthony Raymond LaMacchiaAdvisorregistration: current employment
Dec 22, 2022 to presentfactForm ADV
← DANIEL RICHARD LAMACCHIAAdvisorregistration: current employment
Apr 30, 2021 to presentfactForm ADV
← HENRY LAMB RICHTERAdvisorregistration: current employment
Apr 30, 2021 to presentfactForm ADV
← Sherry Lynn TilsonAdvisorregistration: previous registration
Apr 30, 2021 to Oct 7, 2025factForm ADV

Controls (2)

← LAMACCHIA, DANIEL, RICHARDOwnerMANAGING PRINCIPAL, ownership code E, individual
Feb 11, 2021 to Jan 22, 2024factForm ADV
← KENNEDY, JOHN, MICHAELOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jan 5, 2024 to Jan 22, 2024factForm ADV

Moved with (1)

← BENJAMIN F. EDWARDS & COMPANY, INCORPORATEDRegistered adviser2 advisors, team lift out, same day
May 4, 2021 to Apr 30, 2021factForm ADV

Dated events

Occurred
Oct 7, 2025
Advisor changed firm
Sherry Lynn Tilson left Worthington Wealth Management for Ameriprise Financial Services, Llc (registered 2025-10-13)
Form ADVobserved 4 days ago
Occurred
Jan 5, 2024
Control person joined
Michael John Kennedy (Chief Compliance Officer) appeared on Schedule A of Worthington Wealth Management
Form ADVobserved 4 days ago
Occurred
Jun 5, 2023
Control person left
Marni-Lee Dye (Chief Compliance Officer) no longer on Schedule A of Worthington Wealth Management (listed 2023-04-03, absent 2023-06-05)
Form ADVobserved 4 days ago
Occurred
Feb 11, 2021
First Form ADV filing
Worthington Wealth Management filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:89759b3d-64cc-d3a5-703f-b85a6350e6eb
First observed: Feb 11, 2021
Last observed: Mar 25, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

WORTHINGTON WEALTH MANAGEMENT

WORTHINGTON FINANCIAL PARTNERS LLC, CRD 312951

WORTHINGTON, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:89759b3d-64cc-d3a5-703f-b85a6350e6eb

Data as of Mar 25, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:42 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DANIEL RICHARD LAMACCHIA

Certified Financial Planner

WORTHINGTON, OH

HENRY LAMB RICHTER

n/a

WORTHINGTON, OH

Anthony Raymond LaMacchia

n/a

WORTHINGTON, OH

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

KENNEDY, JOHN, MICHAEL

CHIEF COMPLIANCE OFFICER

yes

01/2024

Jan 5, 2024

Jan 22, 2024

LAMACCHIA, DANIEL, RICHARD

MANAGING PRINCIPAL

yes

03/2021

Feb 11, 2021

Jan 22, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 25, 2026

$154M

$153M

n/a

2024

Feb 4, 2025

$128M

$127M

n/a

2023

Jan 22, 2024

$101M

n/a

2022

Apr 3, 2023

$95.0M

n/a

2021

Mar 28, 2022

$106M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

33.3%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$154M

$128M

20.1%

$95.0M

17.4%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

BENJAMIN F. EDWARDS & COMPANY, INCORPORATED

May 4, 2021

Apr 30, 2021

COLUMBUS, OH

Team lift out

Ibd to new firm

0.6%