Warther Private Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in Akron, OH. Its latest Form ADV filing, dated March 26, 2025, reports $371M in regulatory assets under management, 9 employees, 2 offices, and 617 accounts.
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 72.7% of total clients.
Top client categories% of clientsClients
1
Individuals
72.7%
181
2
HNWI
22.5%
56
3
Corporations
4.0%
10
4
PARTNERSHIPS
0.8%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$371Mas of March 26, 2025
Discretionary99.8%
$371M
100% of total RAUM99.8%
Non-discretionary0.2%
$817K
0% of total RAUM0.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$371M
Total Accounts617
10Y AUM Change+$195M (+110.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee28:1
10Y Employee Change+1 (+12.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.