WARTHER PRIVATE WEALTH, LLC

WARTHER PRIVATE WEALTH, LLC of AKRON, OH is an SEC-registered investment adviser (CRD 125145). Regulatory assets under management: $371.3M.

Registration

• CRD: 125145
• SEC file number: 801-126233
• Type: Registered investment adviser
• Location: 1075 WEST MARKET ST., AKRON, OH, 44313
• Phone: 330-867-6999
• Latest filing: 2025-03-26
• Regulatory AUM: $371.3M
• Discretionary AUM: $370.5M
• Non-discretionary AUM: $817K
• Clients: 9
• Accounts: 617

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (4)

Branch offices (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 125145 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search