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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 26, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MILLER, KIMBERLY, S | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MILLER, KIMBERLY, S | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MILLER, KIMBERLY, S | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MILLER, KIMBERLY, SUE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MILLER, KIMBERLY, SUE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MILLER, KIMBERLY, SUE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WARTHER, ROBERT, WAYNE | I | PRESIDENT | E | Control |
| WARTHER, ROBERT, WAYNE | I | MANAGING MEMBER/PRESIDENT | E | Control |
| WARTHER, ROBERT, WAYNE | I | MANAGING MEMBER/PRESIDENT | E | Control |
| WARTHER, ROBERT, WAYNE | I | MANAGING MEMBER/PRESIDENT | E | Control |
| WARTHER, ROBERT, WAYNE | I | MANAGING MEMBER/PRESIDENT | E | Control |
| WARTHER, ROBERT, WAYNE | I | MANAGING MEMBER/PRESIDENT | E | Control |
| WARTHER, ROBERT, WAYNE | I | MANAGING MEMBER/CEO/FOUNDER/CHIEF COMPLIANCE OFFICER | E | Control |
| WARTHER, ROBERT, WAYNE | I | MANAGING MEMBER/CEO/FOUNDER/CHIEF COMPLIANCE OFFICER | E | Control |
| WARTHER, ROBERT, WAYNE | I | MANAGING MEMBER/CEO/FOUNDER/CHIEF COMPLIANCE OFFICER | E | Control |
| WARTHER, ROBERT, WAYNE | I | MANAGING MEMBER/CEO/FOUNDER/CHIEF COMPLIANCE OFFICER | E | Control |
| WARTHER, ROBERT, WAYNE | I | MANAGING MEMBER/CEO/FOUNDER/CHIEF COMPLIANCE OFFICER | E | Control |
| WARTHER, ROBERT, WAYNE | I | MANAGING MEMBER/CEO/FOUNDER/CHIEF COMPLIANCE OFFICER | E | Control |
| WARTHER, ROBERT, WAYNE | I | MANAGING MEMBER/CEO/FOUNDER/CHIEF COMPLIANCE OFFICER | E | Control |
| WARTHER, ROBERT, WAYNE | I | MANAGING MEMBER/CEO/FOUNDER/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 26, 2025 REGISTERED
Notice Filings (7)
FL IL LA NH OH PA TX
Address
1075 WEST MARKET ST.AKRON, OH 44313
United States
Phone: 330-867-6999