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
Firm Details
- Organization Type
- Limited Liability Partnership
- State of Formation
- Wyoming
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 29, 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 |
|---|---|---|---|---|
| WERLEMANN, BRYAN, ANTHONY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WERLEMANN, BRYAN, ANTHONY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WERLEMANN, BRYAN, ANTHONY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WERLEMANN, BRYAN, ANTHONY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WERLEMANN, BRYAN, ANTHONY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WERLEMANN, BRYAN, ANTHONY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WERLEMANN, BRYAN, ANTHONY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WERLEMANN, BRYAN, ANTHONY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WERLEMANN, BRYAN, ANTHONY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WERLEMANN, BRYAN, ANTHONY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WERLEMANN, BRYAN, ANTHONY | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WERLEMANN, BRYAN, ANTHONY | I | CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Jan 29, 2025 REGISTERED
Notice Filings (1)
CA
Address
620 NEWPORT CENTER DRIVESTE #1100
NEWPORT BEACH, CA 92660
United States
Phone: 949-200-4620