ERTS WEALTH ADVISORS, LLC
CRD #289856 SEC #801-112254 MARQUETTE, MI (906) 228-5564
SEC Registered
Total AUM
$342.5M
Discretionary
$331.8M
Employees
8
Clients
--
Accounts
1,532
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $342.5M | $331.8M | $10.7M | 8 | 0 |
| Jul 2025 | $630.4M | $591.3M | $39.1M | 8 | 0 |
| Jul 2025 | $630.4M | $591.3M | $39.1M | 8 | 0 |
| Jun 2025 | $630.4M | $591.3M | $39.1M | 14 | 0 |
| Mar 2025 | $630.4M | $591.3M | $39.1M | 14 | 0 |
| Mar 2025 | $630.4M | $591.3M | $39.1M | 14 | 0 |
| Feb 2025 | $630.4M | $591.3M | $39.1M | 14 | 0 |
| Feb 2025 | $630.4M | $591.3M | $39.1M | 14 | 0 |
| Oct 2024 | $566.8M | $509M | $57.8M | 12 | 0 |
| Apr 2024 | $566.8M | $509M | $57.8M | 12 | 0 |
| Mar 2024 | $566.8M | $509M | $57.8M | 12 | 0 |
| Jan 2024 | $566.8M | $509M | $57.8M | 12 | 0 |
| Dec 2023 | $475M | $430M | $45M | 12 | 0 |
| Nov 2023 | $475M | $430M | $45M | 12 | 0 |
| Nov 2023 | $475M | $430M | $45M | 12 | 0 |
| Nov 2023 | $475M | $430M | $45M | 12 | 0 |
| Mar 2023 | $475M | $430M | $45M | 12 | 0 |
| Nov 2022 | $510M | $455M | $55M | 11 | 0 |
| Feb 2022 | $510M | $455M | $55M | 11 | 0 |
| Nov 2021 | $427M | $379M | $48M | 11 | 0 |
| Feb 2021 | $427M | $379M | $48M | 11 | 0 |
| Oct 2020 | $322.3M | $295M | $27.3M | 11 | 0 |
| Jun 2020 | $322.3M | $295M | $27.3M | 11 | 0 |
| Mar 2020 | $322.3M | $295M | $27.3M | 11 | 0 |
| Dec 2019 | $222M | $216M | $6M | 10 | 0 |
| Jul 2019 | $222M | $216M | $6M | 10 | 0 |
| Mar 2019 | $222M | $216M | $6M | 10 | 0 |
| Jan 2019 | $234.6M | $193.4M | $41.1M | 9 | 0 |
| Sep 2018 | $234.6M | $193.4M | $41.1M | 9 | 0 |
| Mar 2018 | $234.6M | $193.4M | $41.1M | 9 | 0 |
| Jan 2018 | $0 | $0 | $0 | 9 | 0 |
| Dec 2017 | $0 | $0 | $0 | 11 | 0 |
DateAug 2025
Total AUM$342.5M
Discretionary$331.8M
Non-Disc.$10.7M
Employees8
Clients0
DateJul 2025
Total AUM$630.4M
Discretionary$591.3M
Non-Disc.$39.1M
Employees8
Clients0
DateJul 2025
Total AUM$630.4M
Discretionary$591.3M
Non-Disc.$39.1M
Employees8
Clients0
DateJun 2025
Total AUM$630.4M
Discretionary$591.3M
Non-Disc.$39.1M
Employees14
Clients0
DateMar 2025
Total AUM$630.4M
Discretionary$591.3M
Non-Disc.$39.1M
Employees14
Clients0
DateMar 2025
Total AUM$630.4M
Discretionary$591.3M
Non-Disc.$39.1M
Employees14
Clients0
DateFeb 2025
Total AUM$630.4M
Discretionary$591.3M
Non-Disc.$39.1M
Employees14
Clients0
DateFeb 2025
Total AUM$630.4M
Discretionary$591.3M
Non-Disc.$39.1M
Employees14
Clients0
DateOct 2024
Total AUM$566.8M
Discretionary$509M
Non-Disc.$57.8M
Employees12
Clients0
DateApr 2024
Total AUM$566.8M
Discretionary$509M
Non-Disc.$57.8M
Employees12
Clients0
DateMar 2024
Total AUM$566.8M
Discretionary$509M
Non-Disc.$57.8M
Employees12
Clients0
DateJan 2024
Total AUM$566.8M
Discretionary$509M
Non-Disc.$57.8M
Employees12
Clients0
DateDec 2023
Total AUM$475M
Discretionary$430M
Non-Disc.$45M
Employees12
Clients0
DateNov 2023
Total AUM$475M
Discretionary$430M
Non-Disc.$45M
Employees12
Clients0
DateNov 2023
Total AUM$475M
Discretionary$430M
Non-Disc.$45M
Employees12
Clients0
DateNov 2023
Total AUM$475M
Discretionary$430M
Non-Disc.$45M
Employees12
Clients0
DateMar 2023
Total AUM$475M
Discretionary$430M
Non-Disc.$45M
Employees12
Clients0
DateNov 2022
Total AUM$510M
Discretionary$455M
Non-Disc.$55M
Employees11
Clients0
DateFeb 2022
Total AUM$510M
Discretionary$455M
Non-Disc.$55M
Employees11
Clients0
DateNov 2021
Total AUM$427M
Discretionary$379M
Non-Disc.$48M
Employees11
Clients0
DateFeb 2021
Total AUM$427M
Discretionary$379M
Non-Disc.$48M
Employees11
Clients0
DateOct 2020
Total AUM$322.3M
Discretionary$295M
Non-Disc.$27.3M
Employees11
Clients0
DateJun 2020
Total AUM$322.3M
Discretionary$295M
Non-Disc.$27.3M
Employees11
Clients0
DateMar 2020
Total AUM$322.3M
Discretionary$295M
Non-Disc.$27.3M
Employees11
Clients0
DateDec 2019
Total AUM$222M
Discretionary$216M
Non-Disc.$6M
Employees10
Clients0
DateJul 2019
Total AUM$222M
Discretionary$216M
Non-Disc.$6M
Employees10
Clients0
DateMar 2019
Total AUM$222M
Discretionary$216M
Non-Disc.$6M
Employees10
Clients0
DateJan 2019
Total AUM$234.6M
Discretionary$193.4M
Non-Disc.$41.1M
Employees9
Clients0
DateSep 2018
Total AUM$234.6M
Discretionary$193.4M
Non-Disc.$41.1M
Employees9
Clients0
DateMar 2018
Total AUM$234.6M
Discretionary$193.4M
Non-Disc.$41.1M
Employees9
Clients0
DateJan 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees9
Clients0
DateDec 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees11
Clients0