Werner & Co. RIA

A Professional Limited Liability Company structure is reserved for state-licensed professionals — typically attorneys, CPAs, or architects — who deliver services directly to clients. When paired with an RIA registration, this implies the firm's owner or principals hold a professional license in addition to their advisory credentials. The structure limits ownership to licensed professionals within the same discipline and may permit the delivery of integrated investment, tax, and legal guidance within a single fiduciary framework.

No. The firm does not appear to make public filings, maintain an accessible website, or participate in advisor databases that would reveal its AUM. Small RIAs with fewer than $100 million in regulatory assets under management often file as 'Exempt Reporting Advisers,' which imposes lighter disclosure obligations and keeps their regulatory footprint minimal.

The firm almost certainly relies on word-of-mouth referrals from existing clients and professional networks. This approach is typical among advisory practices that serve a concentrated, high-net-worth client base and view discretion as a core value proposition. The absence of any digital presence suggests a deliberate strategy rather than an oversight, prioritizing relationship depth over marketing reach.

There is no publicly available evidence of an affiliation with a bank, broker-dealer, or consolidated advisory platform. The PLLC charter and the fact that the firm operates under its own legal name rather than a 'doing business as' designation both point toward independent ownership.

The firm's name strongly implies a founding principal with the surname Werner, though the individual's identity and professional background are not publicly verified. In a PLLC-structured RIA of this apparent size, investment decisions and client relationships are typically concentrated in the hands of one or two named owners.