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Kenneth Russell Hartley

ERISEY WEALTH MANAGEMENT LLC·CAVE CREEK, Arizona
ERISEY WEALTH MANAGEMENT LLC
28248 N. TATUM BLVD., STE. B-1, #418, CAVE CREEK, AZ 85331CRD# 2197816Firm CRD# 138337

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kenneth Russell Hartley · CAVE CREEK, AZ
Registration
CRD #2197816 · ERISEY WEALTH MANAGEMENT LLC
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
01

About

Kenneth Russell Hartley is a registered financial advisor based in CAVE CREEK, Arizona, affiliated with ERISEY WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
ERISEY WEALTH MANAGEMENT LLC
ERISEY WEALTH MANAGEMENT
AUM
$26M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at ERISEY WEALTH MANAGEMENT LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2197816
Firm CRD# 138337
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kenneth Russell Hartley offer?
Kenneth Russell Hartley specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in CAVE CREEK, Arizona for a consultation.
What are Kenneth Russell Hartley's credentials?
Kenneth Russell Hartley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kenneth Russell Hartley located?
Kenneth Russell Hartley is based in CAVE CREEK, Arizona, working with ERISEY WEALTH MANAGEMENT LLC. Their office serves clients in the CAVE CREEK metropolitan area and surrounding communities.
How does Kenneth Russell Hartley charge for services?
Kenneth Russell Hartley's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ERISEY WEALTH MANAGEMENT LLC?
ERISEY WEALTH MANAGEMENT LLC has approximately 1 employees and manages $26M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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