DBA: WARNER WEALTH
| Total AUM | $458.5M |
| Discretionary | $458.5M100% of AUM |
| Client Accounts | 1,332 |
| Avg Account Size | $344K |
| Employees | 20 |
| Peak AUM | $458.5MMar 2026 |
Total AUM
$458M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $458M | — | — | — | |
| Discretionary AUM | $458M | — | |||
| Total AUM | $458.5M |
| Discretionary | $458.5M |
| Employees | 20 |
| Client Accounts | 1332 |
| Client Range | 251-500 |
Address
869 BOSTON POST ROAD
MADISON CT 06443
Phone
203-929-2727
Filing History
10 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$458M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
| — |
| Total Accounts | 1k | — | — | — |
| Avg Account Size | $344,215.272 | — | — | — |
| Employees | 20 | +17.6% | — | — |
| AUM / Employee | $23M | — | — | — |
Client AUM Segments | |||||
| Wealth AUM | $443M | — | — | — | |
| Institutional AUM | $15M | — | — | — | |
Client Count Segments | |||||
| HNW Clients | 409 | — | — | — | |
| Institutional | 19 | — | — | — | |
| Individuals | 330 | — | — | — | |