Worthington Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
Separate financial planning fees may be negotiated if unique circumstances warrant, details discussed upfront.
$0+: up to 2% annually +: Fees are negotiable and may be lower than the maximum 2%
Commissions earned on sale of insurance products through Worthington Insurance Management, LLC, separate from advisory fees.
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
57 East Wilson Bridge Road, Suite 300
Worthington OH 43085
Advisors at this office
3
Most active in
Florida · Ohio · Texas
Also doing business as
Worthington Financial Partners LLC · Worthington Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
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.
Henry R
Series 63, Series 65
Worthington, OH
Worthington Wealth Management
Henry Richter is a financial advisor at Worthington Wealth Management with 55 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Benjamin F. Edwards & Co. from 2017 to 2021. Worthington Wealth Management provides investment advisory and portfolio management services to individuals, corporations, and retirement plans. The firm manages approximately $153.7 million in assets across about 336 client relationships, employing a client-focused investment approach tailored to objectives, time horizon, and risk tolerance.
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.
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