WERLEMANN SECURITIES LLC

WERLEMANN SECURITIES LLC of NEWPORT BEACH, CA is an SEC-registered investment adviser (CRD 317777). Regulatory assets under management: $110.0M.

Registration

• CRD: 317777
• SEC file number: 801-122918
• Type: Registered investment adviser
• Location: 620 NEWPORT CENTER DRIVE, STE #1100, NEWPORT BEACH, CA, 92660
• Phone: 949-200-4620
• Latest filing: 2026-02-12
• Regulatory AUM: $110.0M
• Discretionary AUM: $110.0M
• Clients: 1
• Accounts: 80

Business model

Compensation: % of AUM.

Clients served: High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 317777 on SEC IAPD (source of record)
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