# Warther Private Wealth

> 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.

- CRD: 125145
- Filed as: WARTHER PRIVATE WEALTH
- Legal name: Warther Private Wealth, LLC
- Also doing business as: WARTHER PRIVATE WEALTH
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Akron, OH
- Filing period: October 2026
- Form ADV filing dated: March 26, 2025
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/125145
- AdvisorCensus page: https://advisorcensus.com/firm/warther-private-wealth-akron-oh-125145

## Quick answers

**How 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.

**How much does Warther Private Wealth charge?**
Its Form ADV Part 2A brochure dated March 26, 2025 states: Flat fee: $8,000 to $50,000 (financial planning services); Hourly rate: $175 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 26, 2025)

- Account minimum: $250,000

> Warther generally requires a minimum account size of $250,000 to effectively implement its investment process.

- Flat fee: $8,000 to $50,000 (financial planning services)

> Fixed Fee: We charge a fixed fee for financial planning services, which generally ranges between $8,000 -$50,000.

- Hourly rate: $175 an hour (financial planning services)

> Hourly Fee: We charge an hourly fee of $175 for financial planning services, which is negotiable depending on the scope and complexity of the plan, your situation, and your financial objectives.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $371,319,984
- Discretionary: $370,503,423
- Non-discretionary: $816,561

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 181 | $107,775,793 |
| High net worth individuals | 56 | $223,030,827 |
| Corporations or other businesses not listed above | 10 | $11,820,464 |
| Other | 2 | $28,692,900 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2022 (4 years)
- Employees: 9 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, LA, NH, OH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wartherprivatewealth.com
- Facebook @WartherPrivateWealth
- LinkedIn @11305715
- X @WartherPrivate

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $176,443,799 | 8 | September 2, 2022 |
| October 2023 | $233,957,939 | 9 | August 7, 2023 |
| October 2024 | $261,726,981 | 9 | September 10, 2024 |
| October 2025 | $371,319,984 | 9 | March 26, 2025 |
| October 2026 | $371,319,984 | 9 | March 26, 2025 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Warther Private Wealth (CRD 125145): Form ADV filing data as of October 2026.