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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-18-2003
- Office Locations
- 1
Office Locations
About Warther Private Wealth
Warther Private Wealth is an SEC-registered RIA providing fiduciary wealth management, portfolio construction and strategic asset allocation, plus retirement and estate planning for long-term legacy goals. Founded over 50 years ago, the firm tailors portfolios to client needs and risk tolerance and is largely implemented with ETFs alongside U.S. government/agency fixed income. Based in Akron with a Naples presence; brokerage through Independence Capital Company (FINRA/SIPC).
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
ROBERT WAYNE WARTHER
Chief Compliance Officer, Chief Executive Officer, Founder, Managing Member
- CRD
- #813761
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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JOSHUA DONOVAN SONNHALTER
President
- CRD
- #6384696
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $370,503,423 | $603,426 |
| Non-Discretionary | $816,561 | $272,187 |
| Total | $371,319,984 | $601,815 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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