Warner Wealth
Warner Wealth is an SEC-registered mass-market adviser in Madison, CT with $458.5M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Warner Wealth: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 334877, SEC 801-132255, data through 2026-04-24.
- AUM (assets under management / regulatory AUM)
- $458.5M (2026-04-24)
- Firm type
- Mass-Market Adviser
- Location
- Madison, CT
- Employees
- 20
- Clients
- 758
- CRD
- 334877
- Ownership
- WARNER, JAMES, ALAN; SWAYZE, ASHLEIGH, COOPER
How much AUM does Warner Wealth have?
Warner Wealth reported $458.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-24).
Who owns Warner Wealth?
Disclosed owners and executives of Warner Wealth include WARNER, JAMES, ALAN, SWAYZE, ASHLEIGH, COOPER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.