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WERLEMANN WEALTH MANAGEMENT
WERLEMANN SECURITIES LLC
CRD 317777 · SEC 801-122918
620 NEWPORT CENTER DRIVE, STE #1100, NEWPORT BEACH, CA, 92660, United States
Phone
949-200-4620
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$110.0M
Discretionary AUM
$110.0M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Partnership
Filing date
2026-02-12
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | $5.0M |
| High net worth individuals | 30 | $105.0M |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD