# WHEALTH ADVISORS

WHEALTH ADVISORS is a RIA based in Red Bank, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Red Bank, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Assets under management:** Undisclosed
- **Website:** whealthadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/whealthadvisors

## Regulatory record

- **CRD number:** 304669
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/304669

## About

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.

## Sectors

- Digital Health
- Healthcare Services
- HealthTech

## People

- David Werner — Founder & Managing Partner
- John Werner — Founder & Managing Partner

## 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.

## Related profiles

- [Tabor Asset Management, LP](https://altss.com/profile/tabor-asset-management-lp)
- [Browning West](https://altss.com/profile/browning-west-lp)

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Last updated: 2026-07-06T01:24:28.778Z

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