Overview
Assets Under Management: $371 million
Headquarters: AKRON, OH
High-Net-Worth Clients: 2
Average Client Assets: $54 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 2
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 29.03
Average High-Net-Worth Client Assets: $54 million
Total Client Accounts: 617
Discretionary Accounts: 614
Non-Discretionary Accounts: 3
Regulatory Filings
CRD Number: 125145
Filing ID: 1957049
Last Filing Date: 2025-03-26 16:40:00
Website: https://wartherprivatewealth.com