AdvisorCensus / Financial advisors / Ohio / Akron / Warther Private Wealth
Warther Private Wealth
Filed as WARTHER PRIVATE WEALTH · Legal name Warther Private Wealth, LLC
Warther Private Wealth is an SEC-registered investment advisory firm in Akron, OH, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 26, 2025.
Quick answers
From the filingHow is Warther Private Wealth compensated?
On its Form ADV (Item 5.E, October 2026), Warther Private Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.
Where is Warther Private Wealth located?
Warther Private Wealth's principal office is in Akron, OH, according to its Form ADV.
Is Warther Private Wealth registered with the SEC or a state?
Warther Private Wealth is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 125145.
How much does Warther Private Wealth manage?
Warther Private Wealth reports $371,319,984 in regulatory assets under management in its Form ADV filing dated March 26, 2025 (100% discretionary).
How have Warther Private Wealth's assets and staff changed since 2022?
In the Form ADV data for Warther Private Wealth: Regulatory assets under management: $176,443,799 in the October 2022 data and $371,319,984 in the October 2026 data, up 110%. Total employees: 8 in October 2022 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Warther Private Wealth serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (181); high net worth individuals (56); corporations or other businesses not listed above (10).
Does Warther Private Wealth report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/125145
Does Warther Private Wealth state an account minimum?
Its Form ADV Part 2A brochure dated March 26, 2025 says: "Warther generally requires a minimum account size of $250,000 to effectively implement its investment process."
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: $250,000
The brochure's wording
Warther generally requires a minimum account size of $250,000 to effectively implement its investment process.
As stated in the firm's Form ADV Part 2A brochure dated March 26, 2025. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$371,319,984 as of October 2026, filing dated March 26, 2025.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Registration and firm details
Items 1, 2, 5- Legal name
- Warther Private Wealth, LLC
- Also doing business as
- WARTHER PRIVATE WEALTH
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2022 (4 years)
- Employees
- Total: 9. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
5 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $371,319,984 | 9 | March 26, 2025 |
| October 2025 | $371,319,984 | 9 | March 26, 2025 |
| October 2024 | $261,726,981 | 9 | September 10, 2024 |
| October 2023 | $233,957,939 | 9 | August 7, 2023 |
| October 2022 | $176,443,799 | 8 | September 2, 2022 |
Regulatory assets under management: $176,443,799 in the October 2022 data and $371,319,984 in the October 2026 data, up 110%.
Total employees: 8 in October 2022 and 9 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Warther Private Wealth (CRD 125145): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/warther-private-wealth-akron-oh-125145