WERLEMANN WEALTH MANAGEMENT

Overview

Werlemann Wealth Management is a small, owner-operated registered investment adviser that focuses on portfolio management for individuals, families and small businesses. The firm uses a fee model based on a percentage of assets under management and operates as a limited liability partnership. Since its SEC registration in 2022 it has positioned itself as an equity-oriented manager with a clear tilt toward exchange-traded instruments, while maintaining the capability to place client capital into third-party alternative managers when appropriate. The adviser is not an active ESG investor, does not present itself as a multi-state adviser, and concentrates on discretionary portfolio relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices