Wernau Asset Management
Wernau Asset Management is an SEC-registered wealth manager in Gloucester, MA with $202.6M assets under management (AUM, regulatory AUM), +6% over one year. See who owns Wernau Asset Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 129473, SEC 801-118713, data through 2026-02-04.
- AUM (assets under management / regulatory AUM)
- $202.6M (2026-02-04)
- Firm type
- Wealth Manager
- Location
- Gloucester, MA
- Employees
- 2
- Clients
- 103
- CRD
- 129473
- Ownership
- WERNAU, PETER, CHRISTOPHER; IANNACONE, JONATHAN, LOUIS
How much AUM does Wernau Asset Management have?
Wernau Asset Management reported $202.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-04).
Who owns Wernau Asset Management?
Disclosed owners and executives of Wernau Asset Management include WERNAU, PETER, CHRISTOPHER, IANNACONE, JONATHAN, LOUIS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.