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WHEALTH ADVISORS
WHEALTH ADVISORS is an SEC-registered investment adviser in RED BANK, NJ. The firm manages approximately $88 million in regulatory assets. It has 2 employees...
WHEALTH ADVISORS
WHEALTH ADVISORS is an SEC-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
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 Altss 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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