| Name | Title | Ownership | Since |
|---|---|---|---|
| Bruce Allan Roberts Control | Principal And Chief Compliance Officer | Under 5% | 2017 |
| Roberts Financial Services, Inc. Control | Managing Member | Over 75% | 2017 |
| Stefany Lynn Carrick Control | Chief Of Staff | Under 5% | 2024 |
Erts Wealth Advisors, LLC reports $342.5 million in regulatory assets under management on its Form ADV.
Erts Wealth Advisors, LLC reports 8 employees.
Erts Wealth Advisors, LLC is based in Marquette, MI and has been SEC-registered since 2018.
Erts Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 989 West Washington Street, Suite 101, Marquette, MI 49855 |
| Phone | (906) 228-5564 |
| Fax | (906) 226-4694 |
| Office hours | 8:30a.m. To 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $331.8M |
| Non-discretionary | $10.7M |
| Total (RAUM) | $342.5M |