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WARTHER PRIVATE WEALTH
1075 West Market St.
Akron, Ohio 44313
Tel: 330-867-6999
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 $261,726,981 assets under management, offering retirement planning & investment advisory services to 585 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 125145 |
| SEC# | 801-126233 |
| Assets Managed by Firm | $261,726,981 |
| No. of Clients | 585 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Other (THIRD PARTY ADVISORY FEES)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 585 | $261,726,981 |
| Individuals (other than high net worth individuals) | 147 | $45,545,635 |
| High net worth individuals | 79 | $205,710,994 |
| Corporations or other businesses | 8 | $10,470,352 |
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|---|---|---|---|
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