ERTS WEALTH ADVISORS, LLC

989 West Washington Street
Suite 101
Marquette, Michigan 49855
Tel: (906) 228-5564

About ERTS WEALTH ADVISORS, LLC

ERTS WEALTH ADVISORS, LLC, formally registered with the SEC as ERTS WEALTH ADVISORS, LLC. The firm was established in 01/02/2018. They have over 1 offices throughout the country.

ERTS WEALTH ADVISORS, LLC is a Marquette, Michigan based Financial Planning firm with nearly $630,429,577 assets under management, offering retirement planning & investment advisory services to 2390 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	289856
SEC#	801-112254
Assets Managed by Firm	$630,429,577
No. of Clients	2390
No. of Advisors	14

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Other (CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	2390	$630,429,577
Individuals (other than high net worth individuals)	1138	$149,900,555
High net worth individuals	275	$445,775,000
Pension and profit sharing plans	26	$33,774,022
Charitable organizations	Fewer than 5 clients	$980,000

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