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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-03-2005
- Office Locations
- 1
Office Locations
About Werlinich Asset Management, L.l.c.
Werlinich Asset Management (WAM) is an independent, fee-only RIA founded in 1997 and run by Greg Werlinich. WAM provides investment management for a select group of investors, emphasizing disciplined, plan-driven decision-making through market cycles. The firm’s SMA assets are primarily ETF-based and are custodied at Charles Schwab. Werlinich also publishes market commentary via the “News and Views” newsletter archive and media appearances.
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Owner & Executives
GREGORY SCOTT WERLINICH
Chief Compliance Officer, Managing Member, President
- CRD
- #4646512
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $209,000,000 | $7,464,286 |
| Non-Discretionary | $0 | -- |
| Total | $209,000,000 | $7,464,286 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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