WERLEMANN SECURITIES LLC
Legal name: WERLEMANN WEALTH MANAGEMENT
CRD #317777 SEC #801-122918 NEWPORT BEACH, CA 949-200-4620
SEC Registered
Total AUM
$102.2M
Discretionary
$102.2M
Employees
1
Clients
--
Accounts
74
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $102.2M | $102.2M | $0 | 1 | 0 |
| Jan 2024 | $93.1M | $93.1M | $0 | 1 | 0 |
| Mar 2023 | $91.6M | $91.6M | $0 | 1 | 0 |
| May 2022 | $151.4M | $130.6M | $20.7M | 1 | 0 |
| Apr 2022 | $151.4M | $130.6M | $20.7M | 1 | 0 |
| Mar 2022 | $0 | $0 | $0 | 1 | 0 |
| Feb 2022 | $0 | $0 | $0 | 1 | 0 |
| Jan 2022 | $0 | $0 | $0 | 1 | 0 |
| Jan 2022 | $0 | $0 | $0 | 1 | 0 |
| Jan 2022 | $0 | $0 | $0 | 1 | 0 |
| Nov 2021 | $0 | $0 | $0 | 1 | 0 |
DateJan 2025
Total AUM$102.2M
Discretionary$102.2M
Non-Disc.$0
Employees1
Clients0
DateJan 2024
Total AUM$93.1M
Discretionary$93.1M
Non-Disc.$0
Employees1
Clients0
DateMar 2023
Total AUM$91.6M
Discretionary$91.6M
Non-Disc.$0
Employees1
Clients0
DateMay 2022
Total AUM$151.4M
Discretionary$130.6M
Non-Disc.$20.7M
Employees1
Clients0
DateApr 2022
Total AUM$151.4M
Discretionary$130.6M
Non-Disc.$20.7M
Employees1
Clients0
DateMar 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateFeb 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJan 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJan 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJan 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateNov 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0