CRD: 312951
Worthington Wealth Management
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-12-2021
- Office Locations
- 1
Office Locations
About Worthington Wealth Management
Worthington Wealth Management is a Worthington, Ohio-based advisory firm serving retail clients with financial planning and investment management, including retirement, estate, and insurance planning. The team emphasizes a proprietary “Allocating for Alpha” approach—daily, dynamically adjusting portfolios based on market signals rather than static allocations—aiming for excess returns over indexes. Portfolios are largely ETF-based, with Charles Schwab as a primary custodian.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DANIEL RICHARD LAMACCHIA
MANAGING PRINCIPAL, Owner
- CRD
- #1253052
- Ownership
- 75% or more
JOHN MICHAEL KENNEDY
Chief Compliance Officer, Treasurer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Anthony Raymond LaMacchia
--
- CRD
- #7597076
HENRY LAMB RICHTER
Investment Advisor Representative
- CRD
- #376051
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $153,323,015 | $467,448 |
| Non-Discretionary | $372,035 | $46,504 |
| Total | $153,695,050 | $457,426 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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