|
⚲
|
| ERTS Wealth Advisors LLC
✚
|
|
|---|---|
| CRD # | 289856 |
| SEC # | 801-112254 |
| CIK # | 0001767602 |
| AUM | $630.4 M (2025-07-24) |
| Employees | 8 (38% Investors, 0% Brokers) |
| Phone | 906-228-5564 |
| Address | 989 West Washington Street Marquette, MI 49855 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Wisconsin Energy Corp | 0.3 | ||
| Apple Inc | 0.3 | ||
| Lilly Eli & Co | 0.2 | ||
| Altria Group Inc | 0.2 | ||
| Huntington Bancshares Inc/MD | 0.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,138 | 149.9 |
| (b) Individuals (high net worth individuals) | 275 | 445.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 26 | 33.8 |
| (h) Charitable organizations | 0 | 1.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,390 | 630.4 |
| By Discretionary | ||
| Discretionary | 2,352 | 591.3 |
| Non-Discretionary | 38 | 39.1 |
| Total | 2,390 | 630.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 630.4 | |
| Total | 2,390 | 630.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001767602] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Purkiss Capital Advisors LLC
✚
|
0.6 | |
|
Summit Investment Advisory Services LLC
✚
|
MN | 0.6 |
|
Intelligent Wealth Solutions LLC
✚
|
TX | 0.6 |
|
Great Hill Capital LLC
✚
|
0.6 | |
|
Rockline Wealth Management LLC
✚
|
NY | 0.6 |
|
Mason & Associates Inc
✚
|
CA | 0.6 |
|
Clune & Associates Ltd
✚
|
IL | 0.6 |
|
Woodstock Wealth Management Inc
✚
|
GA | 0.6 |
|
Atlas Legacy Advisors LLC
✚
|
CA | 0.6 |
|
DOHJ LLC
✚
|
WA | 0.6 |