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WERLEMANN WEALTH MANAGEMENT
620 Newport Center Drive
Ste #1100
Newport Beach, California 92660
Tel: 949-200-4620
About WERLEMANN WEALTH MANAGEMENT
WERLEMANN WEALTH MANAGEMENT, formally registered with the SEC as WERLEMANN WEALTH MANAGEMENT. The firm was established in 01/03/2022. They have over 1 offices throughout the country.
WERLEMANN WEALTH MANAGEMENT is a Newport Beach, California based Financial Planning firm with nearly $102,215,000 assets under management, offering retirement planning & investment advisory services to 74 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 317777 |
| SEC# | 801-122918 |
| Assets Managed by Firm | $102,215,000 |
| No. of Clients | 74 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 74 | $102,215,000 |
| Individuals (other than high net worth individuals) | 12 | $2,801,000 |
| High net worth individuals | 62 | $99,414,000 |
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