Warther Private Wealth, LLC
Warther Private Wealth, LLC is an investment adviser based in Akron, Ohio. The firm is registered with the SEC (CIK: 0001954551) and provides wealth management and investment advisory services primarily to individuals, including both high net worth and non-high net worth clients, as well as corporations. As of the most recent filings (2025), the firm manages over $371 million in assets and employs 9 people. Warther Private Wealth, LLC serves US-based clients and offers personalized investment solutions.
Investment Strategy
Warther Private Wealth, LLC manages broadly diversified portfolios, investing primarily in publicly traded equities across major global markets with a focus on large-cap growth and value stocks. The firm utilizes fundamental analysis to construct customized portfolios for clients, aiming for long-term capital appreciation and risk-adjusted returns. Their client base consists mainly of individuals, including high net worth investors, and they provide tailored investment strategies aligned with each client's financial objectives.
Top Holdings
Equity Positions (55)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | 8.39% | $32.2M | 284,179 | $92.23 | $113.41 | +$2.9M |
U UNH | UNITEDHEALTH GROUP INC COM | 8.33% | $32.0M | 102,597 | $311.97 | $311.97 | +$32.0M |
A AMZN | AMAZON COM INC COM | 8.08% | $31.0M | 141,454 | $192.15 | $219.39 | +$5.9M |
T TSM | TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 7.57% | $29.1M | 128,416 | $125.83 | $226.49 | +$7.5M |
G GOOGL | ALPHABET INC CAP STK CL A | 7.09% | $27.2M | 154,536 | $126.70 | $176.23 | +$4.6M |
Options Positions (2)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
N NVO | NOVO-NORDISK A S ADR | — | Call | $1.4M | 200 | $69.02 | $69.44 | 0 | -$8.4K |
N NU | NU HLDGS LTD ORD SHS CL A | — | Call | $1.4M | 1,000 | $13.72 | $10.24 | 0 | +$348.0K |