|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Warther Private Wealth LLC
✚
|
|
|---|---|
| CRD # | 125145 |
| SEC # | 801-126233 |
| CIK # | 0001954551 |
| AUM | $371.3 M (2025-03-26) |
| Employees | 9 (22% Investors, 11% Brokers) |
| Phone | 330-867-6999 |
| Address | 1075 West Market St Akron, OH 44313 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001954551 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alibaba Group Holding Ltd | 32.2 | ||
| UnitedHealth Group Inc | 32.0 | ||
| Amazon Com Inc | 31.0 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 29.1 | ||
| Novo Nordisk A S | 27.5 | ||
| Alphabet Inc | 27.2 | ||
| Nu Holdings Ltd | 27.0 | ||
| Uber Technologies Inc | 24.6 | ||
| Schwab Charles Corp | 24.2 | ||
| MercadoLibre Inc | 22.5 | ||
| Fortinet Inc | 19.3 | ||
| Fiserv Inc | 17.9 | ||
| Broadcom Inc | 16.9 | ||
| Vistra Energy Corp | 10.5 | ||
| Energy Transfer Equity LP | 6.0 | ||
| Apple Inc | 5.1 | ||
| Nvidia Corp | 5.0 | ||
| Microsoft Corp | 3.8 | ||
| Lilly Eli & Co | 2.1 | ||
| Alphabet Inc | 1.2 | ||
| Home Depot Inc | 1.1 | ||
| VISA Inc | 1.0 | ||
| Interactive Brokers Group Inc | 0.9 | ||
| American Express Co | 0.9 | ||
| Oracle Corp | 0.9 | ||
| Costco Wholesale Corp /NEW | 0.8 | ||
| JDcom Inc | 0.8 | ||
| Lennar Corp /New/ | 0.7 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 181 | 107.8 |
| (b) Individuals (high net worth individuals) | 56 | 223.0 |
| (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 | 10 | 11.8 |
| (n) Other | 2 | 28.7 |
| Total | 617 | 371.3 |
| By Discretionary | ||
| Discretionary | 614 | 370.5 |
| Non-Discretionary | 3 | 0.8 |
| Total | 617 | 371.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 371.3 | |
| Total | 617 | 371.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001954551] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
1776 Wealth LLC
✚
|
GA | 0.4 |
|
Silver Oak Advisory Group Inc
✚
|
OR | 0.4 |
|
Castle Wealth Management LLC
✚
|
FL | 0.4 |
|
Websterrogers Financial Advisors LLC
✚
|
SC | 0.4 |
|
Lloyd Advisory Services LLC
✚
|
GA | 0.4 |
|
RFG Holdings Inc
✚
|
TX | 0.4 |
|
Wakefield Asset Management LLLP
✚
|
CO | 0.4 |
|
NBZ Investment Advisors LLC
✚
|
TN | 0.4 |
|
Fiat Wealth Management LLC
✚
|
MN | 0.4 |
|
Nikulski Financial Inc
✚
|
IA | 0.4 |