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WARTHER PRIVATE WEALTH

1075 West Market St.
Akron, Ohio 44313
Tel: 330-867-6999

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About WARTHER PRIVATE WEALTH

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.

Firm Information

SEC Current StatusApproved
Firm CRD#125145
SEC#801-126233
Assets Managed by Firm$233,957,939
No. of Clients262
No. of Advisors9

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees
  • Other(THIRD PARTY ADVISORY FEES)

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services

Firm Client Information

No. of ClientsAUM
Firm Total262$233,957,939
Individuals (other than high net worth individuals)194$63,557,930
High net worth individuals64$168,956,392
Corporations or other businessesFewer than 5 clients$1,443,617

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