Warner Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in Madison, CT. Its latest Form ADV filing, dated April 24, 2026, reports $458M in regulatory assets under management, 20 employees, 2 offices, and 1,332 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 54.0% of total clients.
Top client categories% of clientsClients
1
Individuals
54.0%
409
2
HNWI
43.5%
330
3
Pension Plans
1.7%
13
4
Corporations
0.8%
6
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$458Mas of April 24, 2026
Discretionary100.0%
$458M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$458M
Total Accounts1,332
10Y AUM Change+$458M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees20
Clients per Employee38:1
10Y Employee Change+3 (+17.6%)
* 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.