RIA Intel›Advisers›Illinois›ANNIE WERNER LLC

ANNIE WERNER LLC

Advisory

IL

Data as of Jan 14, 2026 · Source: SEC Form ADV

Rank in IL

#1,108

of 1,719 advisers by AUM

Average account

$219K

across 324 accounts

AUM per adviser

$71M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 14, 2026.

Total AUM

$71M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$71M

Discretionary AUM$71M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients60

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIL, TX, WI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

60 clients

35 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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RICHARD ANDREW VANDERSANDE

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CONTOUR FINANCIAL, INC.

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