LP Profile

Wernau Asset Management

Also known as wernau

Wealth ManagerGloucester, United StatesFounded 2004
$203M
Assets Under Management
Gloucester
Headquarters
Investment Focus

About Wernau Asset Management

Wernau Asset Management is a registered investment adviser based in Gloucester, Massachusetts, registered with the Securities and Exchange Commission. Peter C. Wernau founded the firm, which began operations in April 2004. It provides fee-based discretionary and non-discretionary investment advice and portfolio management to wealthy individuals, high net worth individuals, trusts, estates, charitable organizations, corporations and other business entities. The firm also offers family office and advisory services on a fixed-fee or hourly basis. It lists about $203 million in assets under management.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Wernau Asset Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$202.6M
Total Clients
225
Filing Date
February 4, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is Wernau Asset Management?

Wernau Asset Management is a wealth manager based in Gloucester, United States, managing approximately $203M in assets.

Where is Wernau Asset Management headquartered?

Wernau Asset Management is headquartered in Gloucester, United States.

How much does Wernau Asset Management manage?

Wernau Asset Management manages approximately $203M in assets under management.

When was Wernau Asset Management founded?

Wernau Asset Management was founded in 2004.

How can I contact Wernau Asset Management?

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