Bryan Werlemann
Bryan Werlemann is a registered investment advisor at Werlemann Wealth Management, based in Newport Beach, CA, with 37 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 40 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual fee charged for asset management services. Fees are negotiable.
Fee Estimator
Location
620 Newport Center Drive, Ste #1100, Newport Beach, CA, 92660
Get directionsHistory
Regulatory History (4)
Customer Dispute
August 2002Customer Dispute
February 2002Customer Dispute
January 2001Customer Dispute
September 1994Other Business Activities
Bryan has a 50% ownership in AB Capital Holdings I, LLC, involved in apartment building development, dedicating a few hours per week. He is also the owner of Werlemann Securities LLC, spending about 10-20% of his time on it.
Employment History
Current Registrations
Werlemann Wealth Management
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Prudential Securities IncorporatedBroker
Robert Thomas Securities, INCBroker
Municicorp of CaliforniaBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.