Warther Private Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$330,806,620
Clients
237
Advisors
2
of 9 employees
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
Expertise
Occupation focus
Fee options
Financial planning fixed fees ranging from $8,000 to $50,000 depending on complexity and scope
$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%
Advisers are registered representatives and insurance agents earning commissions in addition to advisory fees.
$175 per hour, negotiable depending on scope and complexity
Account minimum: $250,000
Main office
1075 West Market St.
Akron OH 44313
Advisors at this office
2
Most active in
Florida · Louisiana · New Hampshire · Ohio · Texas
Also doing business as
Warther Companies, LLC · Warther Consulting · Warther Consulting, LLC · Warther Financial Group · Warther Private Wealth · Warther Private Wealth, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
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.
Robert W
Series 63, Series 65
Akron, OH
Warther Private Wealth
Robert Warther is a financial advisor at Warther Private Wealth with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Independence Capital Co. and Cambridge Investment Research, Inc. He is an owner of Warther Financial Group and 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 portfolio strategies using equities, bonds, and low-cost ETFs with both customized and model portfolios.
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