Warther Private Wealth

Overview

Warther Private Wealth is an independent, SEC-registered RIA organized as an LLC and owned by an individual. The firm serves both individual/family clients and institutional clients, with primary advisory services that include financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee options. The firm does not position itself as a capital allocator and is not active on ESG mandates. It reports an insurance company affiliation among its industry ties. Registration and operating details indicate a relatively recent SEC registration date (2022), though the firm is not categorized as a newly formed adviser for regulatory purposes.

Assets & Accounts

Public Holdings

Investments & Alternatives