Werlinich Asset Management, L.L.C.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$164,000,000
Clients
51
47% high-net worth
Advisors
1
of 1 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
51
TypicalAverage account size
$3,215,686
About
Werlinich Asset Management, L.L.C. provides discretionary investment management primarily to individuals, personal trusts and charitable foundations and also offers financial planning consultations covering income and estate tax planning, retirement and college planning and insurance analysis. The firm works with both high-net-worth and non-HNW individual clients and develops personalized investment policies through direct client discussions.
Investment strategy is centered on a top‑down sector-rotation approach, with portfolios generally built from individual equities and a limited number of ETFs rather than broad mutual fund lineups. The firm favors established, dividend‑paying companies alongside select growth technology stocks and emphasizes tax efficiency by holding securities for more than one year and trading infrequently to manage client tax outcomes.
What is distinctive is the firm’s scale relative to staffing: it manages roughly $209 million of discretionary assets with a single advisory principal, a level of AUM per advisor that is uncommon among similarly supported firms and supports a relatively small client roster. The firm also participates in an institutional custody and services program, conducts formal quarterly reviews with more frequent informal monitoring, and discloses that it may recommend private placements or have concurrent ownership/directorship interests in certain private investments.
Client services
Portfolio management
Expertise
Wealth management
College savings (529s, UTMA, etc.)
General estate planning guidance
Fee options
Fixed fees ranging from $50 to $250 per month depending on account size tiers
$0 - $50,000: Fixed fee of $50.00 per month, billed quarterly $50,001 - $100,000: Fixed fee of $100.00 per month, billed quarterly $100,001 - $150,000: Fixed fee of $150.00 per month, billed quarterly $150,001 - $200,000: Fixed fee of $200.00 per month, billed quarterly $200,001 - $250,000: Fixed fee of $250.00 per month, billed quarterly $250,001 - $1,000,000: Annual fee of 1.125% of account value, with a minimum monthly fee of $250.00, billed quarterly $1,000,001 - $5,000,000: Annual fee of 1.00% of account value, with a minimum monthly fee of $950.00, billed quarterly $5,000,001+: Fee schedule available upon request
Standard consultation fee is $150 per hour
Account minimum: $1,000,000 (generally required for new Investment Management clients; may be negotiable) Minimum fee: Minimum monthly fees apply: $250/month for Silver Level; $950/month for Gold Level Fee-only: Fixed monthly fees according to asset tiers; hourly consulting fee $150/hour
Main office location
Werlinich Asset Management, L.L.C.
Stamford CT, United States
Number of offices
2
Most active in
Werlinich Asset Management, L.L.C. has reported serving >5 clients in these states in the last 12 months.
Connecticut · New York · Texas
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")