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WARNER WEALTH
WARNER GROUP LLC
CRD 334877 · SEC 801-132255
869 BOSTON POST ROAD, MADISON, CT, 06443, United States
Phone
203-929-2727
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$458.5M
Discretionary AUM
$458.5M
Team
20 total employees; 7 advisory reps
Clients
251-500
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 409 | $97.1M |
| High net worth individuals | 330 | $346.3M |
| Pension/profit sharing plans | 13 | $10.9M |
| Corporations/business entities | 6 | $3.2M |
States served
CA, ME, MA, NJ, NY, NC, PA, RI, SC, VA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD