Erisey Wealth Management LLC is an adviser based in Cave Creek. It manages $26.03 million of regulatory assets for 26 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Michigan.
Erisey Wealth Management provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm also engages as managing partner of llc.
The assets under management (AUM) of Erisey Wealth Management LLC is $26.03 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -1% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Erisey Wealth Management LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Kenneth Russell Hartley has been acting as President since 1 Oct 2005. Shelly Ann Oswald joined the executive team most recently as the Chief Compliance Officer, Trust Administrator.
The principal office where Erisey Wealth Management LLC performs its advisory services is located at 4836 E Juana Ct, Cave Creek, AZ 85331 The mailing address of the firm is 28248 N Tatum Blvd., Cave Creek, AZ 85331. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 480-473-4611 or by fax 480-474-4447. The normal business hours are 8am - 5pm on Monday - Friday.