Warner Wealth
37yrs
Top advisor by experience at Warner Wealth
Warner Wealth
Madison, CT. Legal name: Warner Group LLC
About the firm
A registered investment advisory firm based in Madison, Connecticut, with about 2 offices. It manages about $458 million for roughly 739 individual clients. Services include financial planning, investment management for individuals and small businesses.
How they work
How they’re paid ?A percentage of the assets they manage
Typical client size ?$599,978
Assets under management ?$458 million
Individual clients739
Median years of experience15
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businesses
Advisors at Warner Wealth
9Advisors
15Median years of experience
1States with offices
2Offices
Also known as
Warner Group LLC
About Warner Wealth
How do I contact Warner Wealth?
Call the main office at (203) 929-2727. The main office is at 869 Boston Post Road, Madison, CT 06443.
How is Warner Wealth paid?
The firm reports being paid by a percentage of the assets they manage. Ask for your total yearly cost in dollars.
What services does Warner Wealth offer?
Financial planning, Investment management for individuals and small businesses.
How many advisors work at Warner Wealth?
We list 9 advisors currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.