Warther Private Wealth

Overview

Warther Private Wealth is an SEC registered investment adviser based in Akron, OH, registered since 2012. It reports $371M in assets under management across 617 accounts, with 9 employees. It has 2 investment adviser representatives.

Reported AUM

$371M

Discretionary

100%

Accounts

617

Average account

$602K

Employees

9

Advisory reps

2

Registered since

2012

Jurisdictions

5

As reported in the firm's March 2025 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Other clients

Fee structure

Fixed Fees, Hourly Charges, Other Fees and Percentage of Assets

Executive officers 1 of 1

• Robert Wayne Warther Managing Member, Chief Executive Officer, Founder CRD 813761

Advisory reps 2 of 2

• Joshua Donovan Sonnhalter Registered Rep · Investment Adviser Rep CRD 6384696
• Robert W Warther Insurance Agent · Registered Rep · Investment Adviser Rep CRD 813761

Location

Headquarters

1075 W Market St
Akron, OH 44313

County

Summit

Metro area

Akron, OH

Region

Midwest

Registrations

• SEC registered
• Registered in 5 jurisdictions
• Website: wartherprivatewealth.com

Every state, with registration dates

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