AdvisorOS Directory
Claim Profile
Unclaimed Profile
MW

Michael Brent Wertz

WERTZ YORK CAPITAL MANAGEMENT GROUP, LLC·TAMPA, Florida
Series 7, Series 63Clean record26 years registeredWERTZ YORK CAPITAL MANAGEMENT GROUP, LLC
5502 NORTH NEBRASKA AVE, TAMPA, FL 33604CRD# 4067130Firm CRD# 115344

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Brent Wertz · TAMPA, FL
Registration
CRD #4067130 · WERTZ YORK CAPITAL MANAGEMENT GROUP, LLC · 26 years registered
Brand Profile
Not yet started
01

Career History

DEEP BLUE INVESTMENT ADVISORS
Jun 2000 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Registration record
First registered · June 6, 2000
Years registered · 26
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WERTZ YORK CAPITAL MANAGEMENT GROUP, LLC
CRD 115344 · SEC 801-60690
AUM
$13.1B
Regulatory assets under management
Employees
14
25 client accounts
Services offered by WERTZ YORK CAPITAL MANAGEMENT GROUP, LLC
Per Form ADV
Pension consulting
Selection of other advisers
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
Nonprofits & Foundations
View all advisors at WERTZ YORK CAPITAL MANAGEMENT GROUP, LLC →
Introduction

Speak with Michael

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Michael is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in TAMPA?

Browse all registered financial advisors in TAMPA, Florida or claim this profile if it's yours.

Browse TAMPA AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Michael Brent Wertz offer?
Michael Brent Wertz specializes in Retirement Planning, Wealth Management. Contact their office in TAMPA, Florida for a consultation.
What are Michael Brent Wertz's credentials?
Michael Brent Wertz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Brent Wertz located?
Michael Brent Wertz is based in TAMPA, Florida, working with WERTZ YORK CAPITAL MANAGEMENT GROUP, LLC. Their office serves clients in the TAMPA metropolitan area and surrounding communities.
How does Michael Brent Wertz charge for services?
Michael Brent Wertz's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WERTZ YORK CAPITAL MANAGEMENT GROUP, LLC?
WERTZ YORK CAPITAL MANAGEMENT GROUP, LLC has approximately 14 employees and manages $13.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at WERTZ YORK CAPITAL MANAGEMENT GROUP, LLC

David Ming Lee Jang
TAMPA, FL

More Advisors in TAMPA, Florida

Kurt Walker Lofgren
JONATHAN ROBERTS ADVISORY GROUP, INC.·TAMPA, FL
Michael Anthony Orecchio
NORTHBRIDGE FINANCIAL GROUP, LLC·TAMPA, FL
William Eugene Hamm
IFP ADVISORS, LLC·TAMPA, FL
CFPChFC
John Gay Whisenant
IFP ADVISORS, INC.·TAMPA, FL
Michael Charles Mccord
IFP ADVISORS, INC.·TAMPA, FL
CFP
Michael Scott Rosenbach
SOLIST WEALTH MANAGEMENT LLC·TAMPA, FL

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Florida
MIAMI (466)BOCA RATON (175)CORAL GABLES (130)NAPLES (126)SARASOTA (106)PALM BEACH GARDENS (98)ORLANDO (97)JACKSONVILLE (95)FORT LAUDERDALE (95)ST. PETERSBURG (57)
City Guides
MIAMI GuideBOCA RATON GuideCORAL GABLES GuideNAPLES GuideSARASOTA Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Request removal of this profile