ERTS WEALTH ADVISORS, LLC

MARQUETTE, Michigan·3 registered advisors·CRD# 289856
SEC# 801-1122540(906) 228-5564
01

Firm Overview

AUM
$567M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at ERTS WEALTH ADVISORS, LLC

3 registered advisors
Bruce Allan Roberts
MARQUETTE, Michigan
Jon Charles Mommaerts
MARQUETTE, Michigan
Stefany Lynn Carrick
MARQUETTE, Michigan
05

Office Locations

MARQUETTE, Michigan
3 advisors

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Data sourced from SEC Form ADV filings. ERTS WEALTH ADVISORS, LLC (CRD# 289856) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.