RIA Intel›Advisers›Ohio›WARTHER PRIVATE WEALTH, LLC

WARTHER PRIVATE WEALTH, LLC

Advisory

N·AKRON, OH

Data as of Mar 31, 2025 · Source: SEC Form ADV

Total AUM

$371M

1-Year AUM Growth

+41.9%

3-Year CAGR

+12.6%

Employees

2

Assets Under Management

Total AUM$371M

Discretionary AUM$371M

Non-Discretionary AUM$817K

Discretionary %99.8%

Total Clients249

Team

Total Employees2

Investment Advisers9

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record16

First FilingMar 30, 2010

Latest FilingMar 31, 2025

🔒 Full AUM trend chart and 16 historical filings spanning 15+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on WARTHER PRIVATE WEALTH, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.