| Name | Title | Ownership | Since |
|---|---|---|---|
| David Ming Lee Jang Control | Partner | 5-10% | 2015 |
| Jason Michael Ewasko | Chief Compliance Officer | Under 5% | 2025 |
| Michael Brent Wertz Control | Managing Partner | Over 75% | 2001 |
Wertz York Capital Management Group, LLC reports $15.7 billion in regulatory assets under management on its Form ADV.
Wertz York Capital Management Group, LLC reports 19 employees.
Wertz York Capital Management Group, LLC is based in Tampa, FL and has been SEC-registered since 2001.
Wertz York Capital Management Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 5502 North Nebraska Ave, One Urban Centre - Suite 835, Tampa, FL 33604 |
| Phone | 813-238-4800 |
| Office hours | 8 a.m. To 5 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
| Discretionary | $10.52B |
| Non-discretionary | $5.19B |
| Total (RAUM) | $15.71B |