W
$458.5M Total AUM
$458.5M Disc. AUM
-- 3Y CAGR
20 Employees
758 ADV. Clients
1 yrs Firm Age
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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-01-2025
- Office Locations
- 3
Office Locations
1 Enterprise Drive Suite 105 Shelton CT
869 Boston Post Road Madison CT
-- Lockport NY
About Warner Wealth
Warner Wealth is a Madison-based RIA with 3 offices. The firm has been operating for 1 years. Managing $458.5M in total assets under management, with 7 advisory representatives. They custody assets with LPL Financial.
Team overview
52 AVG AGE
$65.5M AVG AUM / ADVISOR
$604.9K AVG AUM / CLIENT
0.8 yrs AVG TENURE
20 Employees
7 Advisory Reps
7 RIA Reps
1yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
JAMES ALAN WARNER
Owner
- CRD
- #5991972
- Ownership
- 75% or more
Available
Available
Available
Lisa Marie LaFond
Chief Compliance Officer, Senior Compliance Consultant
- CRD
- #4575679
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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Brian Patrick Boyd
--
- CRD
- #7667547
Available
Available
Available
Rachael Ciocca
--
- CRD
- #7122170
Available
Available
Available
Showing 2 of 11 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $458,494,742 | $344,215 |
| Non-Discretionary | $0 | -- |
| Total | $458,494,742 | $344,215 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Corporate - Non-Investment Grade:
Available Other:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Other | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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