WARTHER PRIVATE WEALTH, LLC
Legal name: WARTHER PRIVATE WEALTH
CRD #125145 SEC #801-126233 AKRON, OH 330-867-6999
SEC Registered
Total AUM
$371.3M
Discretionary
$370.5M
Employees
9
Clients
10
Accounts
617
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $371.3M | $370.5M | $816.6K | 9 | 0 |
| Sep 2024 | $261.7M | $261.2M | $530.5K | 9 | 0 |
| Mar 2024 | $261.7M | $261.2M | $530.5K | 9 | 0 |
| Aug 2023 | $234M | $233.4M | $511.7K | 9 | 0 |
| Mar 2023 | $234M | $233.4M | $511.7K | 8 | 0 |
| Sep 2022 | $176.4M | $175.9M | $582.4K | 8 | 0 |
| Aug 2022 | $176.4M | $582.4K | $175.9M | 8 | 0 |
| Jun 2022 | $176.4M | $582.4K | $175.9M | 8 | 0 |
| Apr 2012 | $50.4M | $48M | $2.4M | 1 | 26 |
| Mar 2012 | $50.4M | $48M | $2.4M | 1 | 26 |
| May 2010 | $35.4M | $35.4M | $0 | 5 | -- |
| May 2010 | $35.4M | $35.4M | $0 | 5 | -- |
| Apr 2010 | $35.4M | $35.4M | $0 | 5 | -- |
| Apr 2010 | $35.4M | $35.4M | $0 | 5 | -- |
DateMar 2025
Total AUM$371.3M
Discretionary$370.5M
Non-Disc.$816.6K
Employees9
Clients0
DateSep 2024
Total AUM$261.7M
Discretionary$261.2M
Non-Disc.$530.5K
Employees9
Clients0
DateMar 2024
Total AUM$261.7M
Discretionary$261.2M
Non-Disc.$530.5K
Employees9
Clients0
DateAug 2023
Total AUM$234M
Discretionary$233.4M
Non-Disc.$511.7K
Employees9
Clients0
DateMar 2023
Total AUM$234M
Discretionary$233.4M
Non-Disc.$511.7K
Employees8
Clients0
DateSep 2022
Total AUM$176.4M
Discretionary$175.9M
Non-Disc.$582.4K
Employees8
Clients0
DateAug 2022
Total AUM$176.4M
Discretionary$582.4K
Non-Disc.$175.9M
Employees8
Clients0
DateJun 2022
Total AUM$176.4M
Discretionary$582.4K
Non-Disc.$175.9M
Employees8
Clients0
DateApr 2012
Total AUM$50.4M
Discretionary$48M
Non-Disc.$2.4M
Employees1
Clients26
DateMar 2012
Total AUM$50.4M
Discretionary$48M
Non-Disc.$2.4M
Employees1
Clients26
DateMay 2010
Total AUM$35.4M
Discretionary$35.4M
Non-Disc.$0
Employees5
Clients--
DateMay 2010
Total AUM$35.4M
Discretionary$35.4M
Non-Disc.$0
Employees5
Clients--
DateApr 2010
Total AUM$35.4M
Discretionary$35.4M
Non-Disc.$0
Employees5
Clients--
DateApr 2010
Total AUM$35.4M
Discretionary$35.4M
Non-Disc.$0
Employees5
Clients--