Worthnet, Llc
- Regulatory AUM
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- Discretionary
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- Clients
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- Avg AUM / client
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- Accounts
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- Employees
- 4
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Cooper, Donna, Lynne | Chief Compliance Officer | Aug 2024 (2y) | Less than 5% | |
| O'dell, Danielle, Lynn | Chief Executive Officer | Nov 2024 (2y) | Less than 5% | |
| Marvin Harris Barge | Registered representative | Jun 2025 (1y) | ||
| Alex David Daley | Registered representative | Jul 2025 (1y) | ||
| Joel Daniel Hergenreter | Registered representative | Aug 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Monument And Cathedral Holdings, Llc | Shareholder | Aug 2024 | A | 75% or more |
| Cobblestone Publishing Inc. | Shareholder | Dec 2020 | B | ≈ 56.25% – 100% via Monument And Cathedral Holdings, Llc |
| Elizabeth W P Bonner Electing Small Business Trust | Shareholder | Dec 2020 | B | ≈ 28.13% – 75% via Cobblestone Publishing Inc. |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Cobblestone Publishing Inc.: 75% – 100% of Monument And Cathedral Holdings, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Elizabeth W P Bonner Electing Small Business Trust: 50% – 75% of Cobblestone Publishing Inc. × 75% – 100% of Monument And Cathedral Holdings, Llc × 75% – 100% direct ≈ 28.13% – 75% of the firm
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) | 03/27/2026 | 1.09 MB | 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
- • Other fees
- • PROMOTOR REFERRAL FEES
Services
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗