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| Keyboard |
| Werlemann Securities LLC
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|---|---|
| CRD # | 317777 |
| SEC # | 801-122918 |
| CIK # | |
| AUM | 110.0 M (2026-02-12) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 949-200-4620 |
| Address | 620 Newport Center Drive Newport Beach, CA 92660 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 10 | 5.0 |
| (b) Individuals (high net worth individuals) | 30 | 105.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 80 | 110.0 |
| By Discretionary | ||
| Discretionary | 80 | 110.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 80 | 110.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 110.0 | |
| Total | 80 | 110.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
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|---|---|---|
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✚
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MI | 110.3 M |
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Hampel Investment Advisors LLC
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Investable Wealth LLC
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Hunt Wealth Management Group Inc
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|
Oldfield Wealth Partners LLC
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|
MD Wealth Management LLC
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|
Renaissance Wealth Advisors LLC
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|
Gilbert Financial LLC
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|
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|
Quabbin Advisors LLC
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MA | 109.8 M |