About Us


WEGENER, LLC is an investment advisory firm started in 2003 and registered with the SEC. We provide investment services in the form of fee based asset management. We started managing the Wegener Adaptive Growth Fund in 2006. The core of our asset management service is our Adaptive Asset Management approach, which was created by President and CEO Steven Wegener out of research initiated while attending the University of Virginia

Once you begin investing with WEGENER, LLC you will not only benefit from expert financial management, you also will be kept informed of what we are doing and why we are doing it. Our Adaptive Asset Management approach does not rely on forecasting future asset prices; it relies on understanding the current market environment and adapting to it.

Steven Wegener - President / CEO

Steven Wegener founded Wegener, LLC in 2003 and serves as its President and CEO. His firm started managing the Wegener Adaptive Growth Fund in 2006. He graduated from the University of Virginia with an MA in Economics. He is also a graduate of New York University's Stern School of Business with a BS in Finance and Economics.

By founding Wegener, LLC, Steven Wegener has given investors new ways of looking at their portfolios. Wegener believes the proactive mindset created by using the Adaptive Asset Management approach can be as reassuring as it is rewarding.

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