# Wegner Asset Management

Wegner Asset Management is a RIA based in Milwaukee, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Milwaukee, United States
- **Region:** North America
- **Address:** Milwaukee, WI, United States
- **Assets under management:** Undisclosed
- **Website:** wegnerassetmanagement.com

## Regulatory record

- **CRD number:** 110866
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-25T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/110866

## About

WEGNER ASSET MANAGEMENT, LLC is a state-registered investment adviser with $74 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.

## Sectors

- Real Estate
- Private Equity
- Public Markets

## People

- George Wegner — President

## Questions

### What investment stages and asset classes does Wegner Asset Management target?

The firm allocates across direct real estate, private equity, and public market securities. Real estate focuses on income-producing industrial, multi-family, and commercial properties, primarily in the Upper Midwest. Private equity includes direct minority positions and selective fund commitments, while public market exposure skews toward value equities and fixed income.

### What is Wegner Asset Management's approach to co-investments?

The firm participates in direct deals alongside other family-backed investment groups and private equity sponsors, particularly for upper-mid-market industrial and real estate transactions. There is no indication Wegner operates a formal co-investment club; rather, it engages on a deal-by-deal basis through its established network in the Midwest.

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- [Webster Street Investment Advisors](https://altss.com/profile/webster-street-investment-advisors-llc)
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Last updated: 2026-07-06T01:24:28.681Z

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