Marte Werner
NWK Group · San Francisco, California
Marte Werner is a fee-only financial advisor at NWK Group in San Francisco, California. NWK Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | NWK Group |
|---|---|
| Based in | San Francisco, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $485.3M across 458 accounts |
| SEC registration | Investment adviser representative in CA · CRD 1926371 |
| Exams passed | Series 63 (1993) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | nwkgroup.com |
| Profile |
How Marte's firm compares
- NWK Group's average account is about $1.1 million, from its Form ADV (assets managed divided by 458 accounts).
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Questions about Marte
Is Marte Werner a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Marte holds no broker registration, and NWK Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Marte charge for financial advice?
Marte's firm, NWK Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Marte Werner based?
Marte Werner is based in San Francisco, California.
Is Marte Werner registered with the SEC?
Yes. Marte Werner is registered as an investment adviser representative in CA (CRD 1926371), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does NWK Group manage?
NWK Group reports $485.3M across 458 accounts in assets under management.
How do I contact Marte Werner?
Through Marte's website, nwkgroup.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in San Francisco
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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