WERNAU ASSET MANAGEMENT

30 Western Ave
Suite 206
Gloucester, Massachusetts 01930
Tel: 617-871-0029

About WERNAU ASSET MANAGEMENT

WERNAU ASSET MANAGEMENT, formally registered with the SEC as WERNAU ASSET MANAGEMENT. The firm was established in 05/14/2020. They have over 1 offices throughout the country.

WERNAU ASSET MANAGEMENT is a Gloucester, Massachusetts based Financial Planning firm with nearly $191,270,148 assets under management, offering retirement planning & investment advisory services to 224 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	129473
SEC#	801-118713
Assets Managed by Firm	$191,270,148
No. of Clients	224
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other (CONSULTING AND FAMILY OFFICE SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	224	$191,270,148
Individuals (other than high net worth individuals)	31	$9,328,842
High net worth individuals	72	$166,457,583
Charitable organizations	2	$15,483,723

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