# Werlemann Wealth Management

Werlemann Wealth Management is a Bank / Wealth / Trust based in Newport Beach, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Newport Beach, United States
- **Region:** North America
- **Address:** Newport Beach, CA, United States
- **Founded:** 2020
- **Assets under management:** Undisclosed
- **Website:** werlemannwealth.com

## Regulatory record

- **CRD number:** 317777
- **SEC file number:** 801-122918
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-02-12T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/317777

## About

Werlemann Wealth Management opened in 2020, the launch coinciding with a surge of financial talent and client assets relocating to Southern California. Nicholas Werlemann leads the practice and has structured it as a registered investment advisor (RIA) — a regulatory posture that imposes a fiduciary standard, meaning every recommendation must serve the client's best interest ahead of product commissions or balance-sheet revenue. The firm primarily advises individuals, high-net-worth families, trusts, estates, and charitable organizations, and operates from a single office in Newport Beach. The advisory model spans taxable and tax-deferred portfolio construction, with allocations spanning public equities, municipal and corporate fixed income, alternatives via third-party funds, and private-market access when sourced externally. Unlike multi-family offices that originate direct private deals or sponsor co-investment vehicles, Werlemann functions as an allocator and plan architect — selecting managers, monitoring asset allocation, and coordinating with each family's tax and legal counsel. The absence of a proprietary fund lineup keeps the firm structurally unconflicted in manager selection, a distinction that matters for families who already hold concentrated operating-business wealth. Specific team size and total regulatory assets under management have not been publicly disclosed, consistent with a firm of this vintage and posture. The firm's emergence in coastal Orange County, a market that absorbed significant private-wealth inflows from Los Angeles, the Bay Area, and New York between 2020 and 2023, places it in a competitive but expanding local ecosystem of boutiques and wirehouse breakaway teams. The firm's structural differentiator is the clean-sheet RIA launch in a wealth corridor undergoing a generational influx — no legacy book of brokerage clients to convert, no parent-bank conflict grid to navigate. For families moving assets into the region, that means an advisory relationship built entirely under a post-2020 fiduciary and technology stack, not a retrofit of a prior commission era.

## Sectors

- Wealth Management

## Related profiles

- [Werhahn](https://altss.com/profile/werhahn)
- [Wernau Asset Management](https://altss.com/profile/wernau-asset-management)

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Last updated: 2026-08-11T02:43:31.692Z

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