ERISEY WEALTH MANAGEMENT LLC

ERISEY WEALTH MANAGEMENT
1 registered advisor·CRD# 138337
SEC# 801-65038480-473-4611
01

Firm Overview

AUM
$26M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03

Specialties

Investment ManagementWealth ManagementFee-Only Advisory
04

Advisors at ERISEY WEALTH MANAGEMENT LLC

1 registered advisor
Kenneth Russell Hartley
CAVE CREEK, Arizona
05

Office Locations

CAVE CREEK, Arizona
1 advisor

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Data sourced from SEC Form ADV filings. ERISEY WEALTH MANAGEMENT LLC (CRD# 138337) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.