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Building 2WERLEMANN WEALTH MANAGEMENT

Map pinNEWPORT BEACH, CA
Phone949-200-4620
NotebookSEC #801-122918
Total AUM
$110M
Employees
1
Clients
40

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
620 NEWPORT CENTER DRIVE
STE #1100
NEWPORT BEACH
CA 92660
United States
Operating Hours
9-5
Monday - Friday
Phone
949-200-4620

ReceiptFinancials

Total AUM
$110M
Accounts
80
Discretionary
$110M
Accounts
80
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
10
AUM
$5M
HNW Individual Clients
30
AUM
$105M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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