WERNAU ASSET MANAGEMENT INC.
Legal name: WERNAU ASSET MANAGEMENT
CRD #129473 SEC #801-118713 GLOUCESTER, MA 617-871-0029
SEC Registered
Total AUM
$191.3M
Discretionary
$191.3M
Employees
2
Clients
10
Accounts
224
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $191.3M | $191.3M | $0 | 2 | 0 |
| Feb 2025 | $191.3M | $191.3M | $0 | 2 | 0 |
| Feb 2024 | $170M | $170M | $0 | 2 | 0 |
| Feb 2023 | $147M | $147M | $0 | 2 | 0 |
| Feb 2022 | $167.7M | $167.7M | $0 | 2 | 0 |
| May 2021 | $141.9M | $141.9M | $0 | 2 | 0 |
| Mar 2021 | $141.9M | $141.9M | $0 | 2 | 0 |
| Mar 2021 | $141.9M | $141.9M | $0 | 2 | 0 |
| Jun 2020 | $113M | $113M | $0 | 2 | 0 |
| May 2020 | $113M | $113M | $0 | 2 | 0 |
| Apr 2020 | $113M | $113M | $0 | 2 | 0 |
DateJul 2025
Total AUM$191.3M
Discretionary$191.3M
Non-Disc.$0
Employees2
Clients0
DateFeb 2025
Total AUM$191.3M
Discretionary$191.3M
Non-Disc.$0
Employees2
Clients0
DateFeb 2024
Total AUM$170M
Discretionary$170M
Non-Disc.$0
Employees2
Clients0
DateFeb 2023
Total AUM$147M
Discretionary$147M
Non-Disc.$0
Employees2
Clients0
DateFeb 2022
Total AUM$167.7M
Discretionary$167.7M
Non-Disc.$0
Employees2
Clients0
DateMay 2021
Total AUM$141.9M
Discretionary$141.9M
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$141.9M
Discretionary$141.9M
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$141.9M
Discretionary$141.9M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$113M
Discretionary$113M
Non-Disc.$0
Employees2
Clients0
DateMay 2020
Total AUM$113M
Discretionary$113M
Non-Disc.$0
Employees2
Clients0
DateApr 2020
Total AUM$113M
Discretionary$113M
Non-Disc.$0
Employees2
Clients0