Wentworth Management Services LLC is a Delaware limited liability company founded in March of 2016 as a special purpose vehicle to acquire and hold interests in broker dealers. Today, Wentworth owns and operates two broker dealers located in Albany, New York and New York, NY with over 1,320 financial advisors and 535 offices in all 50 states. Wentworth is a holding company with two members, Oak Spring Holdings LLC, a NJ based family office and Wentworth Funding LLC, a SPV entity for management to co-invest into the transactions.
Wentworth is focused on a set of strategic acquisitions in the $16 trillion dollar U.S. wealth management industry that we believe will lead to outperformance in secular shift towards independence facing the industry. Our senior management team has acted as producers and revenue generators in their careers not just administrators or compliance professionals. Wentworth is committed to providing the industry’s best broker dealer solution to advisors, investors, and the custodian community. This has positioned us as the strongest option for entrepreneurial advisors that believe independence is a journey.