Warther Private Wealth, Llc

SEC-registered Wealth Manager · Small ($100M–$1B) CRD 125145 · SEC file 801-126233 · Akron, OH · www.facebook.com

☆ Save with Pro ADV data as of Mar 26, 2025

Regulatory AUM: $371M
Discretionary: $371M
Clients: 249
Avg AUM / client: $1.5M
Accounts: 617
Employees: 9

AUM over time

$50.4M $371M

Mar 15, 2012 Mar 26, 2025

Reported AUM from Form ADV filings, plotted by filing date · as of Mar 26, 2025

Who they serve

Client type	Clients	AUM	% of AUM
Individuals (non-high net worth)	181	$108M	29.0%
High net worth individuals	56	$223M	60.1%
Corporations and other businesses	10	$11.8M	3.18%
Other	2	$28.7M	7.73%

People (2)

roster as of Jul 20, 2026

Name	Role / title	Credentials	With firm since	Ownership
Robert Wayne Warther	Managing Member/Ceo/Founder/Chief Compliance Officer		Nov 2002 (24y)	75% or more
Joshua Donovan Sonnhalter	Registered representative		Jun 2023 (3y)

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

Form	Period	Size
Form ADV (full filing)	03/26/2025	1 MB	View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

• Percentage of assets under management
• Hourly charges
• Fixed fees
• Other fees
• THIRD PARTY ADVISORY FEES

Services

• Financial planning services
• Portfolio management for individuals/small businesses
• Pension consulting services

Custody

Reported custodians

Charles Schwab & Co. $371M (100% of AUM) Mar 2025

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports having custody of client funds or securities (Item 9.A).

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 26, 2025.

View current Form ADV (SEC/IAPD) ↗