Werlemann Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$110,000,000
Clients
40
75% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
40
HighAverage account size
$2,750,000
About
Werlemann Wealth Management provides discretionary asset management to individuals (including high‑net‑worth clients), as well as trusts, estates and charitable organizations. Portfolios may include individual stocks, bonds, exchange-traded funds, options, and both public and private or alternative investments.
The firm says it combines fundamental, quantitative, qualitative and sector analysis to build individualized portfolios that are continuously monitored and rebalanced to align with clients’ objectives, risk tolerances and time horizons. Stated strategies include long- and short-term holdings, tactical asset allocation, and the use of margin, options and allocations to alternative vehicles such as REITs, hedge funds and BDCs.
Noteworthy features include a relatively small client roster of roughly 40 with about $110 million in regulatory assets under management, which implies a concentration on larger household relationships and a recommended household minimum of $1 million for discretionary services. Compared with many independent advisers, the firm’s breadth of tools — explicit use of quantitative models alongside private and alternative investments, plus margin and options trading — may lead to more complex or higher‑risk portfolio constructions than typically seen among peers.
Client services
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Private / alternative investments
Real estate investing
Fee options
Maximum annual fee not to exceed 2.25%, billed quarterly in advance on pro-rata basis
Account minimum: $1,000,000
Main office location
Werlemann Wealth Management
620 Newport Center Drive, Ste #1100
Newport Beach CA 92660, United States
Number of offices
1
Most active in
Werlemann Wealth Management has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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