Werlemann Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Werlemann Wealth Management provides discretionary asset management to individuals (including high‑net‑worth clients), as well as trusts, estates and charitable organizations. Portfolios may include individual stocks, bonds, exchange-traded funds, options, and both public and private or alternative investments.
The firm says it combines fundamental, quantitative, qualitative and sector analysis to build individualized portfolios that are continuously monitored and rebalanced to align with clients’ objectives, risk tolerances and time horizons. Stated strategies include long- and short-term holdings, tactical asset allocation, and the use of margin, options and allocations to alternative vehicles such as REITs, hedge funds and BDCs.
Noteworthy features include a relatively small client roster of roughly 40 with about $110 million in regulatory assets under management, which implies a concentration on larger household relationships and a recommended household minimum of $1 million for discretionary services. Compared with many independent advisers, the firm’s breadth of tools — explicit use of quantitative models alongside private and alternative investments, plus margin and options trading — may lead to more complex or higher‑risk portfolio constructions than typically seen among peers.
Client services
Expertise
Fee options
Maximum annual fee not to exceed 2.25%, billed quarterly in advance on pro-rata basis
Account minimum: $1,000,000
Main office
620 Newport Center Drive, Ste #1100
Newport Beach CA 92660
Advisors at this office
1
Most active in
California
Also doing business as
Werlemann Securities LLC · Werlemann Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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