Werlemann Wealth Management

Werlemann Wealth Management, established in 2022, is a financial advisory firm based in Newport Beach, CA. The firm, wholly owned by Bryan Werlemann, offers a range of investment advisory services tailored to individual needs. As a fiduciary, the firm is committed to acting in the best interest of clients, providing asset management services that include creating customized portfolios of various securities. Werlemann Wealth Management does not impose restrictions on investments and does not participate in wrap fee programs. The firm manages $102,215,000 in regulatory assets under management as of December 31st, 2024, on a discretionary basis. For asset management services, Werlemann Wealth Management charges a maximum annual fee of 2.25%, billed quarterly in advance based on account values. Clients may incur transaction fees and other expenses related to investments. The firm utilizes fundamental, quantitative, and qualitative analysis, along with sector analysis, to formulate investment advice. Investment strategies include asset allocation, ETFs, fixed income, and real estate investment trusts. Clients are advised on potential risks associated with investing, such as capital risk, economic risk, and interest rate risk. The firm recommends Charles Schwab & Co. Inc. as a custodian and broker, providing access to a broad range of investment products and services. Werlemann Wealth Management does not receive client brokerage commissions and does not engage in directed brokerage. The firm does not provide financial information in the brochure, as it does not have financial conditions that impair its ability to meet obligations. Clients have the option to grant investment discretion to the firm, allowing for securities transactions on their behalf. Werlemann Wealth Management does not accept proxy authority to vote client securities.