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Warther Private Wealth

Updated today

Client assets under management

$330,806,620

Clients

237

24% high-net worth

Advisors

2

of 9 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

119

Very High

Average account size

$1,395,809

About

The firm provides investment management, financial planning, pension consulting, and investment advisory consulting to individuals, high net worth clients, and other professionals, managing roughly $371 million for about 237 clients with two primary advisors. Services include discretionary and non‑discretionary portfolio management, customized financial plans, and participant education and consulting for retirement plans.

Portfolios are built primarily with equities, bonds and low‑cost ETFs and the firm describes a primarily long‑term focus while retaining the ability to trade or reallocate positions more quickly for rebalancing or client needs. Its stated methods emphasize fundamental analysis (with occasional technical and cyclical tools), and it offers both customized portfolios and model strategies with ongoing monitoring and quarterly reviews.

The firm publishes historical performance results in its materials, a disclosure practice that is not common among peers. It is also affiliated with a securities broker‑dealer and operates as a licensed insurance agency—its advisors are registered representatives with Independence Capital and licensed insurance agents—which the brochure discloses as a source of commission‑based compensation and potential conflicts that the firm addresses through fiduciary disclosures and its code of ethics; the firm also manages a relatively large asset base given its two‑advisor structure.

Client services

Financial planning Portfolio management Pension consulting

Fee options

Fixed

Financial planning fixed fees ranging from $8,000 to $50,000 depending on complexity and scope

Percentage

$0 - $250,000: 2.25% $250,001 - $1,000,000: 2.00% $1,000,001 - $3,000,000: 1.75% $3,000,001+: 1.25%

Commissions

Advisers are registered representatives and insurance agents earning commissions in addition to advisory fees.

Project-based

$175 per hour, negotiable depending on scope and complexity

Other

Account minimum: $250,000

Main office location

Warther Private Wealth

1075 West Market St.

Akron OH 44313, United States

Number of offices

3

Most active in

Florida · Louisiana · New Hampshire · Ohio · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Joshua S

Series 66

Akron, OH

Warther Private Wealth

Joshua Sonnhalter is a financial advisor at Warther Private Wealth in Akron, OH, holding a Series 66 designation with three years of industry experience. He serves as president of Warther Private Wealth and is also an investment adviser representative with Independence Capital Co., Inc. Warther Private Wealth manages approximately $371 million for around 237 clients, offering investment management, financial planning, pension consulting, and advisory services primarily to individuals and high net worth clients. The firm employs a long-term investment approach focused on equities, bonds, and low-cost ETFs, using fundamental analysis alongside occasional technical and cyclical tools.

user avatar

Robert W

Series 63, Series 65

Akron, OH

Warther Private Wealth

Robert Warther is a financial advisor with Warther Private Wealth in Akron, OH, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. His career includes roles at Independence Capital Co. and Cambridge Investment Research, Inc., among others. He serves as a board member of the World Hope Foundation. Warther Private Wealth provides investment management, financial planning, pension consulting, and investment advisory services primarily to individuals, high net worth clients, and other professionals. The firm manages approximately $371 million across about 237 clients, focusing on long-term strategies using equities, bonds, and low-cost ETFs, with customized portfolio solutions and regular monitoring.

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