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WERLINICH ASSET MANAGEMENT, L.L.C.

· CRD 125663 · IAPD ↗ · waminvest.com · 914-260-3230

$209.0MRegulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
February 2025 — WERLINICH ASSET MANAGEMENT, L.L.C. reported RAUM up 27% ($140.0M -> $178.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
February 2024 — WERLINICH ASSET MANAGEMENT, L.L.C. notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.