WERNAU ASSET MANAGEMENT

WERNAU ASSET MANAGEMENT of GLOUCESTER, MA is an SEC-registered investment adviser (CRD 129473). Regulatory assets under management: $202.6M.

Registration

• CRD: 129473
• SEC file number: 801-118713
• Type: Registered investment adviser
• Location: 30 WESTERN AVE, GLOUCESTER, MA, 01930
• Phone: 617-871-0029
• Latest filing: 2026-02-04
• Regulatory AUM: $202.6M
• Discretionary AUM: $202.6M
• Clients: 2
• Accounts: 225

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Other.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 129473 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search