$29.3M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
81 ADV. Clients
35 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-07-1990
- Office Locations
- 1
Office Locations
-- Seattle WA
About Werner & C0. RIA, Pllc
Werner, O’Meara & Company is a Washington-based accounting firm that also operates as a retail RIA, serving individuals and local businesses with tax planning, financial planning, and support for complex tax and accounting needs. The advisory practice emphasizes ETF-based portfolios (with cash allocations) and uses custodians such as Altruist and Truist Bank. The firm was named WSCPA 2020 Business of the Year.
Team overview
-- AVG AGE
$29.3M AVG AUM / ADVISOR
$362.0K AVG AUM / CLIENT
35.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
35yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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CRM
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
R
ROGER DAVID WERNER
Owner, Partner
- CRD
- #2008353
- Ownership
- 50% but less than 75%
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $29,320,382 | -- |
| Total | $29,320,382 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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