Wernau Asset Management

Wernau Asset Management (CRD# 129473) is a financial advisory firm headquartered in Newton, MA. They manage $67,065,504 in 208 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    67
    MILLION
  • Total Number of Accounts
    208
    ACCOUNTS
  • Average Account Value
    $322,430
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA, NY

Financial Advisors at Wernau Asset Management
Showing 1 - 3 of 3 top financial advisors.
1
Matthew J. Horan
CRD#: 5634892
One Gateway Center, Suite 503b, Newton, MA 02458
100
Wealthminder
score

Matthew Horan (CRD# 5634892) is an Investment Advisor Representative with Wernau Asset Management located in Newton, MA. Matthew  has over 7 years of experience as an IRA and over 20 years in experience in financail sevices including mortgage and real estate brokerage.

2
Peter C. Wernau
CRD#: 4741275
One Gateway Center, Suite 503b, Newton, MA 02458
93
Wealthminder
score

Peter Wernau (CRD# 4741275) is an Investment Advisor Representative working at Wernau Asset Management in Newton, MA and has over 13 years of experience in the finance industry.

3
Jonathan L. Iannacone
CRD#: 6397048
One Gateway Center, Suite 503b, Newton, MA 02458
88
Wealthminder
score

Jonathan Iannacone (CRD# 6397048) is an Investment Advisor Representative working at Wernau Asset Management in Newton, MA and has over 2 years of experience in the finance industry.

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