Werner & C0. Ria, Pllc

Overview

Werner & Co. RIA, PLLC is a small, owner-operated advisory firm that serves individual and family clients plus small businesses. The firm concentrates on financial planning and portfolio management, delivering advice through non‑discretionary relationships — clients retain trading consent while the firm provides recommendations and planning. Its stated fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements, which supports both ongoing asset management relationships and one‑off planning work. Investment activity is concentrated in publicly traded securities, with a clear tilt toward exchange‑listed equities. Werner & Co. is affiliated with a broker‑dealer and does not position itself as an ESG investor or a multi‑state adviser. The firm’s structure and asset mix indicate a straightforward, equity-centered allocation approach rather than a broad, multi‑asset platform or direct capital‑allocation role.

Assets & Accounts

Public Holdings

Location & Offices