CRD: 129473
Wernau Asset Management
$202.6M Total AUM
$202.6M Disc. AUM
11.6% 3Y CAGR
2 Employees
103 ADV. Clients
22 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-12-2004
- Office Locations
- 1
Office Locations
30 Western AVE Suite 206 Gloucester MA
About Wernau Asset Management
Wernau Asset Management is a Gloucester-based RIA. The firm has been operating for 22 years. Managing $202.6M in total assets under management, with 2 advisory representatives. They custody assets with Fidelity/NFS.
Team overview
-- AVG AGE
$101.3M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
17 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
22yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
CRM
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
PETER CHRISTOPHER WERNAU
Chief Executive Officer, Portfolio Manager, President
- CRD
- #4741275
- Ownership
- 75% or more
Available
Available
Available
JONATHAN LOUIS IANNACONE
Chief Compliance Officer
- CRD
- #6397048
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $202,609,112 | $900,485 |
| Non-Discretionary | $0 | -- |
| Total | $202,609,112 | $900,485 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Derivatives:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 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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