Overview
Assets Under Management: $152 million
Headquarters: INDIANAPOLIS, IN
High-Net-Worth Clients: 85
Average Client Assets: $1.0 million
Frequently Asked Questions
WERNER FINANCIAL 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 #315220), WERNER FINANCIAL is subject to fiduciary duty under federal law.
WERNER FINANCIAL is headquartered in INDIANAPOLIS, IN.
WERNER FINANCIAL serves 85 high-net-worth clients according to their SEC filing dated January 12, 2026. View client details ↓
According to their SEC Form ADV, WERNER FINANCIAL offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
WERNER FINANCIAL manages $152 million in client assets according to their SEC filing dated January 12, 2026.
According to their SEC Form ADV, WERNER FINANCIAL serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 85
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 55.84%
Average Client Assets: $1.0 million
Total Client Accounts: 1,262
Discretionary Accounts: 1,250
Non-Discretionary Accounts: 12
Regulatory Filings
CRD Number: 315220
Filing ID: 2039767
Last Filing Date: 2026-01-12 11:37:58