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| Warther Private Wealth LLC
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|---|---|
| CRD # | 125145 |
| SEC # | 801-126233 |
| CIK # | 0001954551 |
| AUM | $261.7 MM (2024-03-16) |
| Employees | 9 (22% Investors, 11% Brokers) |
| Phone | 330-867-6999 |
| Address | 1075 West Market St Akron, OH 44313 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 24.8 | |
| GOOGL | 1,475,138.5 | 22.1 | |
| TSM | 437,370.3 | 17.6 | |
| MSFT | 1,918,222.4 | 15.8 | |
| SCHW | 121,688.8 | 12.4 | |
| NU | 17,702.4 | 10.9 | |
| FDX | 62,226.1 | 10.5 | |
| BAC | 278,315.2 | 9.9 | |
| NVDA | 399,550.0 | 9.4 | |
| ULTA | 19,996.6 | 9.3 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 147 | 45.5 |
| (b) Individuals (high net worth individuals) | 79 | 205.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 10.5 |
| (n) Other | 0 | 0.0 |
| Total | 585 | 261.7 |
| By Discretionary | ||
| Discretionary | 582 | 261.2 |
| Non-Discretionary | 3 | 0.5 |
| Total | 585 | 261.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 261.7 | |
| Total | 585 | 261.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001954551] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Redwood Wealth Management Group LLC
✚
|
NJ | 0.3 |
|
Phillips Wealth Planners LLC
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|
MS | 0.3 |
|
Wealth Benefit Advisors LLC
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TX | 0.3 |
|
MC Byrd Wealth Management LLC
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|
TX | 0.3 |
|
Copley Financial Group Inc
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|
CA | 0.3 |
|
Prosperity Financial Group Inc
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|
CA | 0.3 |
|
Ostrofe Financial Consultants Inc
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|
CA | 0.3 |
|
Range Financial Group LLC
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|
OR | 0.3 |
|
Plum Street Advisors LLC
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|
LA | 0.3 |
|
Astor Investment Management LLC
✚
|
IL | 0.3 |