Warner Wealth
Firm details
- Headquarters
- Madison, Connecticut
- CRD number
- 334877
- Registered since
- April 1, 2025
- Website
- www.warnerwealthct.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI75.53%
- Individuals21.17%
- Pension & Profit Sharing Plans2.37%
- Corporations / Businesses0.71%
- Charitable Organizations0.22%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Warner Wealth is an independent registered investment adviser organized as an LLC and registered with the SEC in 2025. The firm is owned by an individual and serves a mix of individual, family and institutional clients. Its advisory work centers on financial planning and portfolio management for individuals and small businesses, delivered on a percentage-of-assets fee basis. Warner Wealth identifies as an active ESG investor and maintains industry relationships with accounting and insurance professionals to support client needs beyond investment management. The firm does not act as a capital allocator and does not list pension consulting or related-adviser services.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds49%
- Non-Investment Grade Corp Bonds23%
- Other14%
- Exchange Traded Equities10%
- Cash & Cash Equivalents4%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 93Active vs passive
$479M in ETFs
93%
$447M
7%
$32.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO SEMICONDUCTORS ETF (PSI) | Invesco | Passive | Technology | $58.4M | 382,933 | 12.18% |
Location
Madison, CT
New Haven
Location
Madison, CT
Headquartered in Madison, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New Haven
- Address
- 869 Boston Post Rd
- Time zone
- ET (UTC-5)
- Office locations
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