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 14 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 3 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.