Worthington Financial Partners Llc

SEC-registered Insurance-Affiliated · Small ($100M–$1B) CRD 312951 · SEC file 801-120511 · Worthington, OH · www.worthingtonwealth.com

☆ Save with Pro ADV data as of Mar 25, 2026

Regulatory AUM: $154M
Discretionary: $153M
Clients: 336
Avg AUM / client: $457K
Accounts: 336
Employees: 6

AUM over time

$0 $154M

Feb 11, 2021 Mar 25, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Mar 25, 2026

Investments (13F portfolio — 105 positions, $116,397,591)

13F period Mar 31, 2026

#	Issuer	Class	Value	Shares	% of 13F	% of AUM
1	Micron Technology Inc	COM	$17,866,983	52,886	15.4%	11.6%
2	Capital Group Core Equity Et	SHS CREATION UNI	$4,159,618	108,267	3.57%	2.71%
3	First Tr Exchange Traded Fd	US EQTY OPPT ETF	$3,751,699	23,624	3.22%	2.44%
4	Exxon Mobil Corp	COM	$3,465,423	20,426	2.98%	2.25%
5	First Tr Exchange Traded Fd	SHS	$3,074,207	65,367	2.64%	2.0%
6	Capital Group Growth Etf	SHS CREATION UNI	$2,908,236	72,362	2.5%	1.89%
7	Microsoft Corp	COM	$2,407,163	6,503	2.07%	1.57%
8	Capital Group Equity Etf Tr	US LARGE GROWT	$2,014,935	79,516	1.73%	1.31%
9	Apple Inc	COM	$1,891,753	7,454	1.63%	1.23%
10	Monolithic Pwr Sys Inc	COM	$1,793,397	1,640	1.54%	1.17%
11	Taiwan Semiconductor Manufac	SPONSORED ADS	$1,772,210	5,244	1.52%	1.15%
12	Capital Group Conservative E	SHS	$1,644,767	55,175	1.41%	1.07%
13	Amazon Com Inc	COM	$1,633,253	7,842	1.4%	1.06%
14	First Tr Exchange Traded Alp	MID CP GR ALPH	$1,526,968	16,875	1.31%	0.99%
15	Pimco Mun Income Fd Ii	COM	$1,507,558	199,149	1.3%	0.98%
16	Broadcom Inc	COM	$1,488,207	4,808	1.28%	0.97%
17	Putnam Mun Opportunities Tr	SH BEN INT	$1,470,540	142,771	1.26%	0.96%
18	Neuberger Mun Fd Inc	COM	$1,459,873	143,830	1.25%	0.95%
19	First Tr Exchange Traded Fd	RISNG DIVD ACHIV	$1,454,008	21,295	1.25%	0.95%
20	Nvidia Corporation	COM	$1,448,725	8,307	1.24%	0.94%
21	Costco Wholesale Corporation	COM	$1,448,685	1,454	1.24%	0.94%
22	Ishares Tr	CORE S&P US GWT	$1,355,351	8,738	1.16%	0.88%
23	First Tr Exchange Traded Fd	FINLS ALPHADEX	$1,318,105	23,458	1.13%	0.86%
24	Palantir Technologies Inc	CL A	$1,296,333	8,862	1.11%	0.84%
25	Tesla Inc	COM	$1,230,493	3,310	1.06%	0.8%

Top 25 of 105 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).

Who they serve

Client type	Clients	AUM	% of AUM
Individuals (non-high net worth)	295	$71.4M	46.4%
High net worth individuals	41	$82.3M	53.6%

People (4)

roster as of Jul 20, 2026

Name	Role / title	Credentials	With firm since	Ownership
Daniel Richard Lamacchia	Managing Principal	CFP	Mar 2021 (5y)	75% or more
Kennedy, John, Michael	Chief Compliance Officer		Jan 2024 (3y)	Less than 5%
Henry Lamb Richter	Registered representative		Apr 2021 (5y)
Anthony Raymond La Macchia	Registered representative		Dec 2022 (4y)

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

Form	Period	Size
Form ADV (full filing)	03/25/2026	900 KB	View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

• Percentage of assets under management

Services

• Portfolio management for individuals/small businesses

Custody

Reported custodians

Charles Schwab & Co. $101M (66% of AUM) Mar 2026

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports having custody of client funds or securities (Item 9.A).

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 25, 2026.

View current Form ADV (SEC/IAPD) ↗