Worthnet, LLC
CRD 333488SEC# 801-131609Baltimore, MD
No longer SEC-registered. Worthnet, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
—
Employees
3
Accounts
—
Location
Baltimore, MD
Worthnet, LLC assets under management
Worthnet, LLC is an SEC-registered investment adviser based in Baltimore, MD. It employs 3 people.
Worthnet, LLC owners & executives
13 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alex David Daley Control | Founder/ Managing Director/ Member Of The Board | Under 5% | 2025 |
| Christopher William Mayer | Member Of The Board | Under 5% | 2025 |
| Danielle Lynn O'Dell Control | Chief Executive Officer | Under 5% | 2024 |
| Donna Lynne Cooper | Chief Compliance Officer | Under 5% | 2024 |
| Marvin Harris Barge | Member Of The Board/ Investment Adviser Representative | Under 5% | 2025 |
| Monument and Cathedral Holdings, LLC Control | Shareholder | Over 75% | 2024 |
| Nicole F Sullivan Control | Of Counsel/ Member Of The Board | Under 5% | 2024 |
| Cobblestone Publishing Inc. Control | Shareholder | Over 75% | 2020 |
| Elizabeth W P Bonner Electing Small Business Trust Control | Shareholder | 25-50% | 2020 |
| Margaret Frances Decampo Control | Administrative Trustee | — | 2020 |
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Join to unlock · $37/moFrequently asked questions
How many employees does Worthnet, LLC have?
Worthnet, LLC reports 3 employees.
Where is Worthnet, LLC located?
Worthnet, LLC is based in Baltimore, MD.
Does Worthnet, LLC disclose fund performance?
Worthnet, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 16 W. Madison Street, Baltimore, MD 21201 |
| Office hours | 9:00a.m. To 5:00p.m. |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 77%
More than 23% of 16,825 advisers