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WERNAU ASSET MANAGEMENT
WERNAU ASSET MANAGEMENT INC.
CRD 129473 · SEC 801-118713
30 WESTERN AVE, SUITE 206, GLOUCESTER, MA, 01930, United States
Phone
617-871-0029
Fax
617-507-8155
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$202.6M
Discretionary AUM
$202.6M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)CONSULTING AND FAMILY OFFICE SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 29 | $10.1M |
| High net worth individuals | 72 | $165.4M |
| Charitable organizations | 2 | $27.1M |
States served
MA, NY, NH
All web addresses on file
Official SEC filing: View on IAPD