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WARTHER PRIVATE WEALTH
WARTHER PRIVATE WEALTH, LLC
CRD 125145 · SEC 801-126233
1075 WEST MARKET ST., AKRON, OH, 44313, United States
Phone
330-867-6999
Fax
330-867-0490
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$371.3M
Discretionary AUM
$370.5M
Team
9 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; THIRD PARTY ADVISORY FEES
Org form
Limited Liability Company
Filing date
2025-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 181 | $107.8M |
| High net worth individuals | 56 | $223.0M |
| Corporations/business entities | 10 | $11.8M |
States served
LA, OH, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD