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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 9, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| IANNACONE, JONATHAN, LOUIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| IANNACONE, JONATHAN, LOUIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| IANNACONE, JONATHAN, LOUIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| IANNACONE, JONATHAN, LOUIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| IANNACONE, JONATHAN, LOUIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| IANNACONE, JONATHAN, LOUIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| IANNACONE, JONATHAN, LOUIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| IANNACONE, JONATHAN, LOUIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| IANNACONE, JONATHAN, LOUIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| IANNACONE, JONATHAN, LOUIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| IANNACONE, JONATHAN, LOUIS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WERNAU, PETER, CHRISTOPHER | I | PRESIDENT/CEO | E | Control |
| WERNAU, PETER, CHRISTOPHER | I | PRESIDENT/CEO | E | Control |
| WERNAU, PETER, CHRISTOPHER | I | PRESIDENT/CEO | E | Control |
| WERNAU, PETER, CHRISTOPHER | I | PRESIDENT/CEO | E | Control |
| WERNAU, PETER, CHRISTOPHER | I | PRESIDENT/CEO | E | Control |
| WERNAU, PETER, CHRISTOPHER | I | PRESIDENT/CEO | E | Control |
| WERNAU, PETER, CHRISTOPHER | I | PRESIDENT/CEO | E | Control |
| WERNAU, PETER, CHRISTOPHER | I | PRESIDENT/CEO | E | Control |
| WERNAU, PETER, CHRISTOPHER | I | PRESIDENT/CEO | E | Control |
| WERNAU, PETER, CHRISTOPHER | I | PRESIDENT/CEO | E | Control |
| WERNAU, PETER, CHRISTOPHER | I | PRESIDENT/CEO | E | Control |
Registrations
Federal
IA
Jul 9, 2025 REGISTERED
Notice Filings (3)
MA NH NY
Address
30 WESTERN AVESUITE 206
GLOUCESTER, MA 01930
United States
Phone: 617-871-0029