Overview
Assets Under Management: $342 million
Headquarters: MARQUETTE, MI
High-Net-Worth Clients: 14
Average Client Assets: $5 million
Frequently Asked Questions
ERTS WEALTH ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #289856), ERTS WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
ERTS WEALTH ADVISORS, LLC is headquartered in MARQUETTE, MI.
ERTS WEALTH ADVISORS, LLC serves 14 high-net-worth clients according to their SEC filing dated August 26, 2025. View client details ↓
According to their SEC Form ADV, ERTS WEALTH ADVISORS, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
ERTS WEALTH ADVISORS, LLC manages $342 million in client assets according to their SEC filing dated August 26, 2025.
According to their SEC Form ADV, ERTS WEALTH ADVISORS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 14
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 20.01
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 1,532
Discretionary Accounts: 1,528
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 289856
Filing ID: 2006523
Last Filing Date: 2025-08-26 16:36:00
Website: https://baroberts.com