1075 West Market St.
Akron, Ohio 44313
Tel: 330-867-6999
WARTHER PRIVATE WEALTH, formally registered with the SEC as WARTHER PRIVATE WEALTH. The firm was established in 07/28/2022. They have over 3 offices throughout the country.
WARTHER PRIVATE WEALTH is a Akron, Ohio based Financial Planning firm with nearly $233,957,939 assets under management, offering retirement planning & investment advisory services to 262 clients. The firm is staffed with 9 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 125145 |
SEC# | 801-126233 |
Assets Managed by Firm | $233,957,939 |
No. of Clients | 262 |
No. of Advisors | 9 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 262 | $233,957,939 |
Individuals (other than high net worth individuals) | 194 | $63,557,930 |
High net worth individuals | 64 | $168,956,392 |
Corporations or other businesses | Fewer than 5 clients | $1,443,617 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$71,982,699,043 | 134 | 133 | |
$71,037,804,050 | 1405 | 151 | |
$25,371,529,349 | 516 | 48 | |
$24,763,108,831 | 4149 | 129 | |
$23,908,418,539 | 68 | 122 |
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