Investment adviser · CRD 334877
WARNER WEALTH
Investment adviser filing (IA)
WARNER GROUP LLC
MADISON, CT, United States · Form ADV filed Sep 29, 2026
- Regulatory AUM
- $458M Form ADV · Item 5.F
- Client accounts
- 1,332 Accounts, not individual clients
- Employees
- 20 Reported in this filing
- Advisory professionals
- 7 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 330 | $346,315,838 | 75.5% |
| Individuals | 409 | $97,067,787 | 21.2% |
| Retirement plans | 13 | $10,882,285 | 2.4% |
| Corporations & businesses | 6 | $3,233,327 | 0.7% |
| Charities | Fewer than 5 | $995,505 | 0.2% |
Filing source
Form ADV 2135081 · Sep 29, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 29, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets
Principal office
869 BOSTON POST ROADMADISON, CT, 06443, United States
CRD 334877
Filing source
Form ADV 2135081 · Sep 29, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.