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Est. 2026The front page of wealth managementNew York

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Owner · Warner Wealth

James A. Warner

CRD 5991972 · Named on Form ADV at one SEC-registered adviser

At a glance

Warner Wealth, an SEC-registered wealth manager based in Madison, CT with $458 million in regulatory assets, lists James A. Warner on its Form ADV as Owner, a control person.

Firms and roles

  • Warner WealthOwnerWealth manager · Madison, CT · $458M in regulatory assets

AtlasMembers

James’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For James’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.