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Building 2WORTHINGTON WEALTH MANAGEMENT

Map pinWORTHINGTON, OH
Phone614-368-0769
NotebookSEC #801-120511
Total AUM
$153.7M
Employees
6
Clients
336

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
57 EAST WILSON BRIDGE ROAD
SUITE 300
WORTHINGTON
OH 43085
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
614-368-0769

ReceiptFinancials

Total AUM
$153.7M
Accounts
336
Discretionary
$153.3M
Accounts
328
Non-Discretionary
$372K
Accounts
8

ContactClients

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Individual Clients
295
AUM
$71.4M
HNW Individual Clients
41
AUM
$82.3M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLOHTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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