Bryan A. Werlemann

WERLEMANN WEALTH MANAGEMENT

Newport Beach, CA 92660

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CRD#: 1822169

Professional summary

Bryan Anthony Werlemann, who also goes by Bryan Anthony Werelmann, is a registered financial advisor currently at WERLEMANN WEALTH MANAGEMENT located in Newport Beach, California.

Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Bryan has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bryan Anthony Werelmann

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

AB CAPITAL HOLDINGS I, LLC; INV. RELATED; LONG BEACH, CA; 50% OWNERSHIP; DEVELOPMENT OF AN APARTMENT BUILDING; START DATE 10/31/2018; 10 HRS PER MONTH; 0 HRS DURING TRADING; DUTIES MEMBER/INVESTOR. WERLEMANN SECURITIES LLC; INV RELATED; NEWPORT BEACH, CA; OWNER; FOR FINET PRACTICE; START: 1/2005; 20 HRS/MO; 20 DURING TRADING.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan Anthony Werlemann's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 5, 2022 - Present

WERLEMANN WEALTH MANAGEMENT

Office #1: 620 Newport Center Drive Ste #1100, Newport Beach, CA 92660

RIA

CRD#: 317777

Newport Beach, CA

Past

March 8, 2005 - March 7, 2022

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

NEWPORT BEACH, CA

Past

January 10, 2005 - March 7, 2022

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

NEWPORT BEACH, CA

Past

July 8, 1997 - January 28, 2005

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

IRVINE, CA

Past

August 12, 1994 - January 28, 2005

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

February 14, 1990 - August 16, 1994

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Past

February 2, 1990 - February 21, 1990

ROBERT THOMAS SECURITIES, INC

CRD#: 10147

ST. PETERSBURG, FL

Past

May 25, 1988 - February 14, 1990

MUNICICORP OF CALIFORNIA

CRD#: 7184

WOODLAND HILLS, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WERLEMANN WEALTH MANAGEMENT

WERLEMANN SECURITIES LLC | WERLEMANN WEALTH MANAGEMENT

CRD#: 317777 / SEC#: 801-122918

RIA

Registered Investment Advisory firm - (1/3/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(1/5/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/1/2005

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/9/1992

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/21/1988

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 5/9/2005

General Securities Principal Examination

Current Firm

WERLEMANN WEALTH MANAGEMENT

WERLEMANN SECURITIES LLC | WERLEMANN WEALTH MANAGEMENT

CRD#: 317777 / SEC#: 801-122918

RIA

Registered Investment Advisory firm - (1/3/2022 Approved)

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Contact information

Main Address

620 Newport Center Drive Ste #1100, Newport Beach, CA 92660

Mailing Address

Phone number

(949) 200-4620

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV 2A FIRM BROCHURE (1/29/2025)

Regulatory assets under management

Total Number of Accounts	74
AUM (Assets Under Management)	$ 102,215,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Bryan A. Werlemann

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan Anthony Werlemann's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

PRUDENTIAL EQUITY GROUP, LLC

ROBERT THOMAS SECURITIES, INC

MUNICICORP OF CALIFORNIA

Primary Firm SEC Registration

WERLEMANN WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 3/1/2005

Series 63

Date: 9/9/1992

SIE

Date: 10/1/2018

Series 7

Date: 5/21/1988

Series 24

Date: 5/9/2005

Current Firm

WERLEMANN WEALTH MANAGEMENT

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WERLEMANN WEALTH MANAGEMENT

TRUST BUT VERIFY

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