NEWPORT BEACH, CACRD 317777Latest ADV February 12, 2026
Werlemann Wealth Management is an SEC registered investment adviser organized as a limited liability partnership with a primary office location in Newport Beach, CA. Its latest Form ADV filing, dated February 12, 2026, reports $110M in regulatory assets under management, 1 employee, and 80 accounts.
Assets Under Management
$110M
Employees
1
Offices
--
Total Clients
40
Primary office
NEWPORT BEACH, CA
620 NEWPORT CENTER DRIVE, STE #1100, NEWPORT BEACH, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 75.0% of total clients.
Top client categories% of clientsClients
1
HNWI
75.0%
30
2
Individuals
25.0%
10
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$110Mas of February 12, 2026
Discretionary100.0%
$110M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$110M
Total Accounts80
10Y AUM Change+$110M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee40:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.