RIA Intel›Advisers›Massachusetts›WERNAU ASSET MANAGEMENT INC.

WERNAU ASSET MANAGEMENT INC.

Advisory

N·GLOUCESTER, MA

Data as of Feb 4, 2026 · Source: SEC Form ADV

Total AUM
$203M
1-Year AUM Growth
+12.5%
3-Year CAGR
+4.4%
Employees
2
Assets Under Management
Total AUM$203M
Discretionary AUM$203M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients105
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Filing History
Total Filings on Record10
First FilingApr 14, 2020
Latest FilingFeb 4, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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