Overview
Assets Under Management: $371 million
Headquarters: AKRON, OH
High-Net-Worth Clients: 56
Average Client Assets: $4 million
Frequently Asked Questions
WARTHER PRIVATE WEALTH, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #125145), WARTHER PRIVATE WEALTH, LLC is subject to fiduciary duty under federal law.
WARTHER PRIVATE WEALTH, LLC is headquartered in AKRON, OH.
WARTHER PRIVATE WEALTH, LLC serves 56 high-net-worth clients according to their SEC filing dated March 26, 2025. View client details ↓
According to their SEC Form ADV, WARTHER PRIVATE WEALTH, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
WARTHER PRIVATE WEALTH, LLC manages $371 million in client assets according to their SEC filing dated March 26, 2025.
According to their SEC Form ADV, WARTHER PRIVATE WEALTH, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 56
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.06
Average High-Net-Worth Client Assets: $4 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