Papamarkou Wellner Asset Management, Inc.
- Regulatory AUM
- $358M
- Discretionary
- $245M
- Clients
- 109
- Avg AUM / client
- $3.3M
- Accounts
- 108
- Employees
- 11
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 96 | $322M | 90.1% |
| Pooled investment vehicles (non-investment companies) | 1 | $14.2M | 3.97% |
| Charitable organizations | 1 | $3.0M | 0.85% |
| Corporations and other businesses | 11 | $18.1M | 5.07% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Dec 2024 · $37.5M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Pw Nordic Technology And Innovation Fund, Lp feeder | Other Private Fund | Cayman Islands | $25.6M | 28 |
| Pw Portfolio Llc | Other Private Fund | Delaware | $11.9M | 26 |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Karl Gert Wellner | Chairman, Ceo, Director, Sole Shareholder | Mar 2003 (23y) | 75% or more | |
| Thorne Lewis Perkin | President | Jan 2014 (13y) | Less than 5% | |
| Joanne Nmn Zerillo | Vice President | Mar 2021 (5y) | Less than 5% | |
| Rutitskiy, Dmitriy, Nmn | Chief Financial Officer | May 2022 (4y) | Less than 5% | |
| Lyons, Bryon, Harold | Chief Compliance Officer | Aug 2024 (2y) | Less than 5% | |
| Kyle Maximilian Wellner | Registered representative | Aug 2021 (5y) | ||
| Lorenzo Lyndon Lorenzotti | Registered representative | Sep 2021 (5y) | ||
| Donik Sarkis Arabyan | Registered representative | Sep 2021 (5y) | ||
| Anastasios Adam | Registered representative | Sep 2021 (5y) | ||
| Nicolas Elias Sitinas | Registered representative | Sep 2021 (5y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $37.5M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Pw Nordic Technology And Innovation Fund, Lp | Other Private Fund | $25.6M | $100K | 28 |
| Pw Portfolio Llc | Other Private Fund | $11.9M | $100K | 26 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.26 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • REFERRAL FEES
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Other services
Custody
Reported custodians
- Pershing $185M (52% of AUM) Mar 2026
- Wilmington Trust Company $46.2M (13% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗