Bryan Anthony Werlemann
Investment adviser representative at Werlemann Wealth Management
17 yearsExperience
1 stateRegistered in
$110MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
17 years in the industry.
- Werlemann Wealth ManagementFeb 2026 to now
- Wells Fargo Advisors Financial Network LLCMay 2009 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 1 state (CA).
Werlemann Wealth Management
Legal name: Werlemann Securities LLC
$110MAssets managed
40Clients
1Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1822169
- Firm CRD
- 317777