Exempt Reporting Adviser
Werklund Family Office INC.
Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated April 27, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.
Registration
- Status
- ERA - Active
- Registered since
- August 30, 2019
- Principal office
- 4500, 400 3rd Avenue SW, Calgary, Alberta T2p 4h2
- Organized as
- Corporation
- Fiscal year end
- January
Scale
- Private funds advised
- 1
- Private fund gross assets
- $682.5M
- Fund types
- 1 private equity funds
Form ADV Item 11 disclosures
No yes answers on Item 11 as of the latest Form ADV (April 27, 2026). Item 11 covers the firm and its advisory affiliates.
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Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.