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WARTHER PRIVATE WEALTH

AKRON, OH · CRD 125145 · IAPD ↗ · 330-867-6999

$371.3MRegulatory AUM
2Advisory reps
9Employees
0Clients
1-10Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2025 — WARTHER PRIVATE WEALTH reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
66
April 2025 — WARTHER PRIVATE WEALTH reported RAUM up 42% ($261.7M -> $371.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.