WARTHER PRIVATE WEALTH

Legal name: WARTHER PRIVATE WEALTH, LLC

CRD 125145File 801-126233

APPROVED

Retail clients

Custody

Filing as of Mar 26, 2025

Feed vintage Aug 17, 2026

Regulatory AUM

$371.3M

Below cohort median (national)

Discretionary AUM

$370.5M

Non-discretionary $817K

Clients

247

617 accounts

Employees

Below cohort median in OH

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Jul 28, 2022
Principal office: 1075 WEST MARKET ST., AKRON, OH, 44313
Phone: 330-867-6999
Website: https://www.facebook.com/WartherPrivateWealth/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $371.3M
Discretionary AUM: $370.5M
Non-discretionary AUM: $817K
Discretionary accounts: 614
Non-discretionary accounts: 3
Total accounts: 617
AUM per client: $1.5M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	10	$11.8M
High net worth individuals	56	$223.0M
Individuals (other than high net worth individuals)	181	$107.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Fixed fees
Hourly charges
Other (described) — THIRD PARTY ADVISORY FEES
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 17, 2026	Clients	249	247
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.