WARTHER PRIVATE WEALTH
Firm details
- Headquarters
- AKRON, Ohio
- CRD number
- 125145
- Registered since
- July 28, 2022
- Website
- www.wartherprivatewealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI60.06%
- Individuals29.03%
- Other7.73%
- Corporations / Businesses3.18%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Warther Private Wealth is an independent registered investment adviser organized as an LLC and SEC-registered in 2022. The firm is owned by an individual and serves both individual/family clients and institutional relationships. Its advisory menu includes financial planning, portfolio management for individuals and small businesses, and pension consulting services. Compensation methods are mixed: percentage-of-AUM fees alongside hourly and fixed-fee arrangements and other fee structures. The firm does not identify itself as an active ESG investor and is affiliated with an insurance company.
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
- Exchange Traded Equities79%
- US Government Bonds15%
- Public Funds/Mutual Funds3%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1ROBERT WARTHER
CEO & FounderCRD 813761
Contacts
1 of 1JOSHUA SONNHALTER
PresidentCRD 6384696
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 3Active vs passive
$2.1M in ETFs
100%
$2.1M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $1.2M | 2,085 | 58.79% |
Location
AKRON, OH
SUMMIT
Location
AKRON, OH
Headquartered in AKRON, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- SUMMIT
- Address
- 1075 W Market St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
PRESPER FINANCIAL ARCHITECTS, LLC
RIAAKRON, OH
EGI FINANCIAL, INC.
RIAAKRON, OH
SYMPHONY FINANCIAL SERVICES, INC.
RIAAKRON, OH
ALPHA ASSET MANAGEMENT
RIAAKRON, OH
SUMMIT WEALTH MANAGEMENT LLC
RIAAKRON, OH
OELSCHLAGER INVESTMENTS
RIAAKRON, OH