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WERLINICH ASSET MANAGEMENT, L.L.C.

CRD 125663 · SEC 801-64023

Visit website

NY, United States

Phone

914-260-3230

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$209.0M

Discretionary AUM

$209.0M

Team

1 total employees; 1 advisory reps

Clients

—

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-01-30

Disciplinary history

No

Services

Portfolio management (individuals)Portfolio management (institutions)

Client types

TypeClientsAUM
Individuals27$1.7M
High net worth individuals24$162.3M

States served

NY, TX, CT

All web addresses on file

Official SEC filing: View on IAPD