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Bryan Anthony Werlemann

Werlemann Wealth Management

Newport Beach, CA

CRD 1822169

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Employer firm

Werlemann Wealth Management CRD 317777

$110M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Werlemann Wealth Management

620 Newport Center Drive Ste #1100, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-02-11
  • CA RA
    APPROVED
    Since 2026-02-11

Branch Locations

620 Newport Center Drive Ste #1100, Newport Beach, CA 92660 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Financial Network Llc Newport Beach CA 05/2009 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-03-01
S63 Uniform Securities Agent State Law Examination 1992-09-09
  • S66 Uniform Combined State Law Examination
    2005-03-01
  • S63 Uniform Securities Agent State Law Examination
    1992-09-09
Other Names
  • Bryan Anthony Werelmann

View on SEC IAPD

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Nearby Investors

WILLIAM ERIC BLANTON
Travis L. Shirley
Michael Schanna

Nearby Offices

OKAPI CAPITAL, LLC · NEWPORT BEACH, CA
OCVC, LLC · NEWPORT BEACH, CA
MIG CAPITAL, LLC · NEWPORT BEACH, CA

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