Werlemann Wealth Management
Werlemann Wealth Management is an SEC-registered wealth manager in Newport Beach, CA with $110.0M assets under management (AUM, regulatory AUM), +8% over one year. See who owns Werlemann Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 317777, SEC 801-122918, data through 2026-02-12.
- AUM (assets under management / regulatory AUM)
- $110.0M (2026-02-12)
- Firm type
- Wealth Manager
- Location
- Newport Beach, CA
- Employees
- 1
- Clients
- 40
- CRD
- 317777
- Ownership
- WERLEMANN, BRYAN, ANTHONY
How much AUM does Werlemann Wealth Management have?
Werlemann Wealth Management reported $110.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-12).
Who owns Werlemann Wealth Management?
Disclosed owners and executives of Werlemann Wealth Management include WERLEMANN, BRYAN, ANTHONY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.