Overview
Assets Under Management: $110 million
Headquarters: NEWPORT BEACH, CA
High-Net-Worth Clients: 30
Average Client Assets: $4 million
Frequently Asked Questions
WERLEMANN WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #317777), WERLEMANN WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
WERLEMANN WEALTH MANAGEMENT is headquartered in NEWPORT BEACH, CA.
WERLEMANN WEALTH MANAGEMENT serves 30 high-net-worth clients according to their SEC filing dated February 12, 2026. View client details ↓
According to their SEC Form ADV, WERLEMANN WEALTH MANAGEMENT offers portfolio management for individuals. View all service details ↓
WERLEMANN WEALTH MANAGEMENT manages $110 million in client assets according to their SEC filing dated February 12, 2026.
According to their SEC Form ADV, WERLEMANN WEALTH MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 30
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.45
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 80
Discretionary Accounts: 80
Regulatory Filings
CRD Number: 317777
Filing ID: 2053560
Last Filing Date: 2026-02-12 10:17:59