SourcingSourcing

WORTHINGTON FINANCIAL PARTNERS LLC

B52
CRD 312951·SEC 801-120511·WORTHINGTON, OH
AUM
$153.7M
$100M-$500M
Est. Revenue
$1.5M
@ 1% on AUM
Est. EBITDA
$461K
@ 30% margin
Est. Deal Value
$3.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WORTHINGTON FINANCIAL PARTNERS LLC
CRD
312951
SEC file #
801-120511
EIN
861681573
DBA names
Worthington Wealth Management

Economics

AUM
$153.7M
AUM band
$100M-$500M
AUM trajectory
'22'26
$109.5M → $153.7M▲ +40%
Client mix
Individuals Other295
Individuals High Net Worth41

Operations

Employees (total)
6
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'22'26
2 advisors → 3 advisors▲ +50%
Primary office
WORTHINGTON OH
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
worthingtonwealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LAMACCHIA, DANIEL, RICHARD
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
LAMACCHIA, DANIEL, RICHARD
KENNEDY, JOHN, MICHAEL
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
WORTHINGTONWEALTH.COM
Rdap Domain Creation Date
2021-01-21T20:08:32Z
Rdap Firm Age Years
5
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002111427
Edgar Registered
Yes
Edgar Filing Count
2
Edgar First Filing Date
2026-03-05
Edgar Last Filing Date
2026-04-21
Edgar 13f Count
2
Edgar 13f Latest AUM Estimate
Filing Date2026-04-21
Accession0002111427-26-000004

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
57 E. WILSON BRIDGE RD #300WORTHINGTON, OH 43085
Business
57 E. WILSON BRIDGE RD #300WORTHINGTON, OH 43085
Edgar EIN
861681573
Edgar Recent Filings
13F-HR2026-04-21 · 0002111427-26-000004
13F-HR2026-03-05 · 0002111427-26-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-01-21T20:08:32Z
Rdap Domain Last Changed
2025-01-22T13:00:26Z
Rdap Nameservers
Ns39.domaincontrol.comNs40.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
1253052
Trust Company Affiliate
No

People (4)

4
LAMACCHIA, DANIEL, RICHARD
IAR · Direct Owner · 87.5%
1253052
KENNEDY, JOHN, MICHAEL
Executive Officer · 2.5%
1365599
Anthony Raymond LaMacchia
IAR
7597076
HENRY LAMB RICHTER
IAR
376051