WERLEMANN WEALTH MANAGEMENT
SEC RegisteredAbout the firm
Werlemann Wealth Management brings experience, analytics, and knowledge together to provide financial guidance through a flexible, customizable planning approach with a fiduciary dedicated to helping clients thrive and succeed. The firm believes in empowering clients with financial knowledge and confidence to help them pursue their life goals using customized, goal-oriented investment strategies.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Customized, goal-oriented investment strategies including focus on disruptive technologies such as blockchain technology, cryptocurrency, artificial intelligence, autonomous technology, medical technology, DNA sequencing, robotics, energy technology, and energy storage.
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 10 | $5.0M |
| High Net Worth Individuals | 30 | $105M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
Data as of February 12, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. WERLEMANN WEALTH MANAGEMENT has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.