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Werlemann Securities LLC

● SEC registered since 2022CRD 317777SEC# 801-122918Newport Beach, CA
Export (members)
Reg. AUM
$110M
Employees
1
Accounts
80
Location
Newport Beach, CA

Werlemann Securities LLC assets under management

Werlemann Securities LLC is an investment advisory firm registered with the SEC based in Newport Beach, CA. The firm has been registered since 2022. It reports $110 million in regulatory assets under management and employs 1 people.
www.werlemannwealth.comView on SEC.gov ↗

Werlemann Securities LLC owners & executives

1 reported
NameTitleOwnershipSince
Bryan Anthony Werlemann ControlChief Compliance OfficerOver 75%2021

Frequently asked questions

How much does Werlemann Securities LLC manage?

Werlemann Securities LLC reports $110 million in regulatory assets under management on its Form ADV.

How many employees does Werlemann Securities LLC have?

Werlemann Securities LLC reports 1 employees.

Where is Werlemann Securities LLC located?

Werlemann Securities LLC is based in Newport Beach, CA and has been SEC-registered since 2022.

Does Werlemann Securities LLC disclose fund performance?

Werlemann Securities LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address620 Newport Center Drive, Ste #1100, Newport Beach, CA 92660
Phone949-200-4620
Office hours9-5
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$110M
Non-discretionary$0
Total (RAUM)$110M