Werlemann Securities LLC
● SEC registered since 2022CRD 317777SEC# 801-122918Newport Beach, CA
Reg. AUM
$110M
Employees
1
Accounts
80
Location
Newport Beach, CA
Werlemann Securities LLC assets under management
Werlemann Securities LLC is an investment advisory firm registered with the SEC based in Newport Beach, CA. The firm has been registered since 2022. It reports $110 million in regulatory assets under management and employs 1 people.
Werlemann Securities LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Bryan Anthony Werlemann Control | Chief Compliance Officer | Over 75% | 2021 |
Frequently asked questions
How much does Werlemann Securities LLC manage?
Werlemann Securities LLC reports $110 million in regulatory assets under management on its Form ADV.
How many employees does Werlemann Securities LLC have?
Werlemann Securities LLC reports 1 employees.
Where is Werlemann Securities LLC located?
Werlemann Securities LLC is based in Newport Beach, CA and has been SEC-registered since 2022.
Does Werlemann Securities LLC disclose fund performance?
Werlemann Securities LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 620 Newport Center Drive, Ste #1100, Newport Beach, CA 92660 |
| Phone | 949-200-4620 |
| Office hours | 9-5 |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$110M▲ 8%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 91%
Larger than 9% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$110Mregulatory AUM
Discretionary $110M