Wegner Asset Management, LLC

Overview

Wegner Asset Management, LLC is an independent registered investment adviser that serves individual and family clients, with a focus on financial planning and discretionary portfolio management for individuals and small businesses. The firm charges clients based on a percentage of assets under management and also offers hourly billing for planning or advisory work. Investment activity shows a clear preference for equities, with exchange‑traded instruments forming the largest share of client portfolios. Wegner is not identified as an active ESG investor. Portfolios appear built around liquid public-market instruments held at a single custodian relationship, with mutual funds also used where appropriate. The firm reports using third‑party external alternative investment managers, suggesting it supplements its public-market exposure with external alternative strategies when fitting client objectives and accreditation status.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices