RIA Intel›Advisers›Washington›WERNER & C0. RIA, PLLC

WERNER & C0. RIA, PLLC

Advisory

WA

Data as of Jan 28, 2026 · Source: SEC Form ADV

Average account

$362K

across 81 accounts

AUM per adviser

$29M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 28, 2026.

Total AUM

$29M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$29M

Discretionary AUM$0

Non-Discretionary AUM$29M

Discretionary %0%

Total Clients81

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureOther (specify)

Fiscal Year EndDecember

Operates InWA

Succession Risk

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

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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

81 clients

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

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