SEC Form ADV · CIK 2053236

WERNAU ASSET MANAGEMENT

Firm profile: Wernau Asset Management — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserMA
$202.6M
Assets Under Management
225
Total Clients
2
Employees
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Registration Details

CIK
2053236
Accession
CRD-129473
Location
GLOUCESTER, MA
Filing Date
February 4, 2026
AUM
$202.6M
Total Clients
225
Institutional Clients
2
Employees
2
Amendment
No

Client Types

IndividualsHNW IndividualsCharitable Organizations

About this Adviser

WERNAU ASSET MANAGEMENT is a registered investment adviser headquartered in GLOUCESTER, MA, managing approximately $202.6M in assets across 225 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.