CRD: 317777
Werlemann Wealth Management
$110.0M Total AUM
$110.0M Disc. AUM
6.5% 3Y CAGR
1 Employees
40 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-03-2022
- Office Locations
- 1
Office Locations
620 Newport Center Drive STE #1100 Newport Beach CA
About Werlemann Wealth Management
Werlemann Wealth Management is a Newport Beach, CA fiduciary advisor delivering flexible, customizable financial planning and goal-oriented investment management. The firm emphasizes research-driven exposure to disruptive innovation—areas like AI, blockchain/crypto, robotics, and genomics—seeking emerging technologies that can reshape portfolios. Custody includes Charles Schwab.
Team overview
-- AVG AGE
$110.0M AVG AUM / ADVISOR
$2.8M AVG AUM / CLIENT
4.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
BRYAN ANTHONY WERLEMANN
Advisor, Chief Compliance Officer
- CRD
- #1822169
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $110,000,000 | $1,375,000 |
| Non-Discretionary | $0 | -- |
| Total | $110,000,000 | $1,375,000 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Municipal Bonds:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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