A complete list of active advisors currently associated with Werlemann Wealth Management

Warmer can help you find a great advisor at Werlemann Wealth Management or one who fits your needs even better.

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.

To learn more about the advisors currently working at Werlemann Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.