Werner Financial
Werner Financial is an SEC-registered ria in Indianapolis, IN with $152.4M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Werner Financial: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 315220, SEC 801-132269, data through 2026-01-12.
- AUM (assets under management / regulatory AUM)
- $152.4M (2026-01-12)
- Firm type
- Ria
- Location
- Indianapolis, IN
- Employees
- 5
- Clients
- 955
- CRD
- 315220
- Ownership
- WERNER, JASON, MICHAEL
How much AUM does Werner Financial have?
Werner Financial reported $152.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-12).
Who owns Werner Financial?
Disclosed owners and executives of Werner Financial include WERNER, JASON, MICHAEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.