Family Office

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WHEALTH ADVISORS

WHEALTH ADVISORS is a family office run by David and John Werner, investing in digital health and healthcare services from New York.

WHEALTH ADVISORS

WHEALTH ADVISORS was founded by brothers David and John Werner, whose family wealth stems from a multigenerational real estate and investment business. The firm operates as a single-family office focused exclusively on health and wellness opportunities, a departure from the broader investment approach of many family offices. The firm's strategy centers on direct investments in early to growth-stage companies across digital health, healthcare services, and medical technology. Known deals include backing Nomad Health, a healthcare staffing platform, and Maven Clinic, a digital fertility and family health company. The geographic focus is primarily the United States, with selective exposure to Israel and Europe. WHEALTH ADVISORS maintains a lean team of professionals, largely based in New York. The firm has been active in the healthcare venture space for over a decade, with recent activity including co-investments alongside established venture firms. No philanthropic arm or other adjacent vehicles are publicly disclosed. A structural differentiator is the firm's singular focus on health and wellness — a rare choice among family offices, which often diversify. This mandate allows deep domain expertise and a concentrated portfolio, but limits flexibility.

General information

Firm type

Family Office

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

New York

Corporate office

New York, NY, United States

Principals

David Werner

Founder & Managing Partner

John Werner

Founder & Managing Partner

Sector focus

Digital HealthHealthcare ServicesHealthTech

Frequently asked questions

Who runs WHEALTH ADVISORS?

The firm is led by brothers David Werner and John Werner, who founded the family office. They manage investments and strategy directly.

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.

What is the geographic focus of WHEALTH ADVISORS?

The firm's primary focus is the United States, but it also has selective exposure to Israel and Europe per public record.

How does WHEALTH ADVISORS differ from other family offices?

Unlike many family offices that invest across diverse sectors, WHEALTH ADVISORS focuses exclusively on health and wellness-related opportunities.

Does WHEALTH ADVISORS have a philanthropic arm?

No philanthropic or other adjacent vehicles are publicly disclosed for WHEALTH ADVISORS.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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