ERTS Wealth Advisors LLC
Legal Name: ERTS WEALTH ADVISORS, LLC
Full Contact Details
ERTS Wealth Advisors LLC
989 WEST WASHINGTON STREET, SUITE 101, MARQUETTE, MI
(906) 228-5564
(906) 226-4694
Other Info
ERTS Wealth Advisors LLC, a Michigan-based limited liability company, has 10 employees with 4 occupying advisory roles. While the number of clients serviced is unknown, the firm's SEC status is listed as Approved with registration as of January 2, 2018.
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Direct Owners
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BRUCE ALLAN ROBERTS
PRINCIPAL AND CHIEF COMPLIANCE OFFICER owns less than 5%
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JON CHARLES MOMMAERTS
PRINCIPAL owns less than 5%
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MOMMAERTS MAHANEY FINANCIAL SERVICES, INC.
MANAGING MEMBER owns more than 50% but less than 75%
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ROBERTS FINANCIAL SERVICES, INC.
MANAGING MEMBER owns more than 50% but less than 75%
Indirect Owners
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BRUCE ALLAN ROBERTS
PRESIDENT owns 75% or more
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JON CHARLES MOMMAERTS
PRESIDENT owns 75% or more
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