Worthington Wealth Management logo

Worthington Wealth Management

Updated today

Client assets under management

$153,695,050

Clients

336

12% high-net worth

Advisors

3

of 6 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

112

Very High

Average account size

$457,426

About

Worthington Wealth Management provides investment advisory and portfolio management services to individuals, corporations, and retirement plans through managed account programs. As of the January 2026 brochure, the three-advisor firm reported roughly $153.7 million in assets under management across about 336 client relationships and offers both discretionary and non-discretionary account options.

The firm describes a client‑focused investment approach that is tailored to objectives, time horizon, and risk tolerance and may employ asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term trading. WWM recently formalized a Master Advisory Agreement that assigns specific service “Designations” (for example, Advisory Discretionary, Client‑Directed – Advisory, Execution Only, HOLD, and Cash Movement) and notes that its fiduciary duties apply within the scope of each Designation; nearly all of the firm’s reported AUM is managed on a discretionary basis.

Worthington maintains a distinct insurance division and its affiliated insurance entity offers commissionable insurance products to advisory clients, a relationship the brochure discloses and limits to a portion of the principal’s time; clients are not required to purchase insurance through the firm. The firm custodys accounts at Charles Schwab and discloses receipt of Schwab institutional services that may benefit the firm (a potential conflict of interest), accepts proxy voting authority for client securities, and reports no disciplinary history in the prior ten years.

Client services

Portfolio management

Expertise

Annuities

Fee options

Fixed

Separate financial planning fees may be negotiated if unique circumstances warrant, details discussed upfront.

Percentage

$0+: up to 2% annually +: Fees are negotiable and may be lower than the maximum 2%

Commissions

Commissions earned on sale of insurance products through Worthington Insurance Management, LLC, separate from advisory fees.

Other

Fee-only: Advisory asset management fees up to a maximum of 2% annually, negotiated on a case-by-case basis, charged quarterly in advance based on asset size and complexity of services.

Main office location

Worthington Wealth Management

57 East Wilson Bridge Road, Suite 300

Worthington OH 43085, United States

Number of offices

1

Most active in

Florida · Ohio · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Daniel L

CFP®, Series 63

Worthington, OH

Worthington Wealth Management

Daniel Lamacchia is a CFP® with 41 years of industry experience. He has worked at Worthington Wealth Management since 2021 and previously spent nine years at Benjamin F. Edwards & Co. Worthington Wealth Management serves individuals, corporations, and retirement plans, offering tailored investment advisory services to both high-net-worth and non-HNW clients. The firm employs asset allocation, dollar-cost averaging, and technical analysis to develop investment strategies, managing most client assets on a discretionary basis.

Annuities
user avatar

Henry R

Series 63, Series 65

Worthington, OH

Worthington Wealth Management

Henry Richter is a financial advisor at Worthington Wealth Management with 54 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and Benjamin F. Edwards & Co. before joining Worthington Wealth Management in 2021. Worthington Wealth Management provides investment advisory services to individuals, corporations, and retirement plans, serving both high-net-worth and non-HNW clients. The firm offers discretionary and non-discretionary managed accounts, investment strategy development, and retirement plan rollover guidance, utilizing a tailored approach that includes asset allocation, dollar-cost averaging, and technical analysis.

Annuities
user avatar

Anthony L

Series 65, Series 66

Worthington, OH

Worthington Wealth Management

Anthony La Macchia is a financial advisor at Worthington Wealth Management with Series 65 and Series 66 credentials and three years of industry experience. Before joining Worthington Wealth Management in 2022, he worked in landscaping and held roles at Hillsdale College and Worthington Schools. Worthington Wealth Management provides investment advisory services to individuals, corporations, and retirement plans, serving both high-net-worth and non-HNW clients. The firm uses a diversified investment approach with an emphasis on preserving long-term purchasing power and offers discretionary and non-discretionary managed accounts.

Annuities
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