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WHEALTH ADVISORS
WHEALTH ADVISORS is a state-registered investment adviser in RED BANK, NJ. The firm manages approximately $88 million in regulatory assets. It has 2 employees...
Overview
WHEALTH ADVISORS is a state-registered investment adviser in RED BANK, NJ. The firm manages approximately $88 million in regulatory assets. It has 2 employees and 2 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Red Bank
Corporate office
New York, NY, United States
Principals
David Werner
Founder & Managing Partner
John Werner
Founder & Managing Partner
Sector focus
Frequently asked questions
What types of companies does WHEALTH ADVISORS invest in?
The firm invests in early to growth-stage companies across digital health, healthcare services, and medical technology. Portfolio examples include Nomad Health and Maven Clinic.
Does WHEALTH ADVISORS make direct investments or fund commitments?
WHEALTH ADVISORS primarily makes direct investments in companies, rather than committing to external funds. They have co-invested alongside established venture firms.
Where does the Werner family wealth originate?
The Werner family wealth comes from a multigenerational real estate and investment business, which provided the capital base for WHEALTH ADVISORS.
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