ERTS WEALTH ADVISORS, LLC

CRD #289856 SEC #801-112254 MARQUETTE, MI (906) 228-5564

SEC Registered

Total AUM

$342.5M

Discretionary

$331.8M

Employees

Clients

Accounts

1,532

Firm Details

Organization Type: Limited Liability Company
State of Formation: Michigan
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Aug 26, 2025
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
CARRICK, STEFANY, LYNN	I	CHIEF OF STAFF	NA	Control
CARRICK, STEFANY, LYNN	I	CHIEF OF STAFF	NA	Control
CARRICK, STEFANY, LYNN	I	CHIEF OF STAFF	NA	Control
CARRICK, STEFANY, LYNN	I	CHIEF OF STAFF	NA	Control
CARRICK, STEFANY, LYNN	I	CHIEF OF STAFF	NA	Control
CARRICK, STEFANY, LYNN	I	CHIEF OF STAFF	NA	Control
CARRICK, STEFANY, LYNN	I	CHIEF OF STAFF	NA	Control
CARRICK, STEFANY, LYNN	I	CHIEF OF STAFF	NA	Control
CARRICK, STEFANY, LYNN	I	CHIEF OF STAFF	NA	Control
MOMMAERTS, JON, CHARLES	I	PRINCIPAL	NA	Control
MOMMAERTS, JON, CHARLES	I	PRINCIPAL	NA	Control
MOMMAERTS, JON, CHARLES	I	PRINCIPAL	NA	Control
MOMMAERTS, JON, CHARLES	I	PRINCIPAL	NA	Control
MOMMAERTS, JON, CHARLES	I	PRINCIPAL	NA	Control
MOMMAERTS, JON, CHARLES	I	PRINCIPAL	NA	Control
MOMMAERTS, JON, CHARLES	I	PRINCIPAL	NA	Control
MOMMAERTS, JON, CHARLES	I	PRINCIPAL	NA	Control
MOMMAERTS, JON, CHARLES	I	PRINCIPAL	NA	Control
MOMMAERTS, JON, CHARLES	I	PRINCIPAL	NA	Control
MOMMAERTS, JON, CHARLES	I	PRINCIPAL	NA	Control
MOMMAERTS, JON, CHARLES	I	PRINCIPAL	NA	Control
MOMMAERTS, JON, CHARLES	I	PRINCIPAL	NA	Control
MOMMAERTS, JON, CHARLES	I	PRINCIPAL	NA	Control
MOMMAERTS, JON, CHARLES	I	PRINCIPAL	NA	Control
MOMMAERTS, JON, CHARLES	I	PRINCIPAL	NA	Control
MOMMAERTS, JON, CHARLES	I	PRINCIPAL	NA	Control
MOMMAERTS, JON, CHARLES	I	PRINCIPAL	NA	Control
MOMMAERTS, JON, CHARLES	I	PRINCIPAL	NA	Control
MOMMAERTS, JON, CHARLES	I	PRINCIPAL	NA	Control
MOMMAERTS, JON, CHARLES	I	PRINCIPAL	NA	Control
MOMMAERTS, JON, CHARLES	I	PRINCIPAL	NA	Control
MOMMAERTS, JON, CHARLES	I	PRINCIPAL	NA	Control
MOMMAERTS, JON, CHARLES	I	PRINCIPAL	NA	Control
MOMMAERTS, JON, CHARLES	I	PRINCIPAL	NA	Control
MOMMAERTS, JON, CHARLES	I	PRINCIPAL	NA	Control
MOMMAERTS, JON, CHARLES	I	PRINCIPAL	NA	Control
MOMMAERTS, JON, CHARLES	I	PRINCIPAL	NA	Control
MOMMAERTS, JON, CHARLES	I	PRINCIPAL	NA	Control
ROBERTS, BRUCE, ALLAN	I	PRINCIPAL AND CHIEF COMPLIANCE OFFICER	NA	Control
ROBERTS, BRUCE, ALLAN	I	PRINCIPAL AND CHIEF COMPLIANCE OFFICER	NA	Control
ROBERTS, BRUCE, ALLAN	I	PRINCIPAL AND CHIEF COMPLIANCE OFFICER	NA	Control
ROBERTS, BRUCE, ALLAN	I	PRINCIPAL AND CHIEF COMPLIANCE OFFICER	NA	Control
ROBERTS, BRUCE, ALLAN	I	PRINCIPAL AND CHIEF COMPLIANCE OFFICER	NA	Control
ROBERTS, BRUCE, ALLAN	I	PRINCIPAL AND CHIEF COMPLIANCE OFFICER	NA	Control
ROBERTS, BRUCE, ALLAN	I	PRINCIPAL AND CHIEF COMPLIANCE OFFICER	NA	Control
ROBERTS, BRUCE, ALLAN	I	PRINCIPAL AND CHIEF COMPLIANCE OFFICER	NA	Control
ROBERTS, BRUCE, ALLAN	I	PRINCIPAL AND CHIEF COMPLIANCE OFFICER	NA	Control
ROBERTS, BRUCE, ALLAN	I	PRINCIPAL AND CHIEF COMPLIANCE OFFICER	NA	Control
ROBERTS, BRUCE, ALLAN	I	PRINCIPAL AND CHIEF COMPLIANCE OFFICER	NA	Control
ROBERTS, BRUCE, ALLAN	I	PRINCIPAL AND CHIEF COMPLIANCE OFFICER	NA	Control
ROBERTS, BRUCE, ALLAN	I	PRINCIPAL AND CHIEF COMPLIANCE OFFICER	NA	Control
ROBERTS, BRUCE, ALLAN	I	PRINCIPAL AND CHIEF COMPLIANCE OFFICER	NA	Control
ROBERTS, BRUCE, ALLAN	I	PRINCIPAL AND CHIEF COMPLIANCE OFFICER	NA	Control
ROBERTS, BRUCE, ALLAN	I	PRINCIPAL AND CHIEF COMPLIANCE OFFICER	NA	Control
ROBERTS, BRUCE, ALLAN	I	PRINCIPAL AND CHIEF COMPLIANCE OFFICER	NA	Control
ROBERTS, BRUCE, ALLAN	I	PRINCIPAL AND CHIEF COMPLIANCE OFFICER	NA	Control
ROBERTS, BRUCE, ALLAN	I	PRINCIPAL AND CHIEF COMPLIANCE OFFICER	NA	Control
ROBERTS, BRUCE, ALLAN	I	PRINCIPAL AND CHIEF COMPLIANCE OFFICER	NA	Control
ROBERTS, BRUCE, ALLAN	I	PRINCIPAL AND CHIEF COMPLIANCE OFFICER	NA	Control
ROBERTS, BRUCE, ALLAN	I	PRINCIPAL AND CHIEF COMPLIANCE OFFICER	NA	Control
ROBERTS, BRUCE, ALLAN	I	PRINCIPAL AND CHIEF COMPLIANCE OFFICER	NA	Control
ROBERTS, BRUCE, ALLAN	I	PRINCIPAL AND CHIEF COMPLIANCE OFFICER	NA	Control
ROBERTS, BRUCE, ALLAN	I	PRINCIPAL AND CHIEF COMPLIANCE OFFICER	NA	Control
ROBERTS, BRUCE, ALLAN	I	PRINCIPAL AND CHIEF COMPLIANCE OFFICER	NA	Control
ROBERTS, BRUCE, ALLAN	I	PRINCIPAL AND CHIEF COMPLIANCE OFFICER	NA	Control
ROBERTS, BRUCE, ALLAN	I	PRINCIPAL AND CHIEF COMPLIANCE OFFICER	NA	Control
ROBERTS, BRUCE, ALLAN	I	PRINCIPAL AND CHIEF COMPLIANCE OFFICER	NA	Control
ROBERTS, BRUCE, ALLAN	I	PRINCIPAL AND CHIEF COMPLIANCE OFFICER	NA	Control
ROBERTS, BRUCE, ALLAN	I	PRINCIPAL AND CHIEF COMPLIANCE OFFICER	NA	Control
ROBERTS, BRUCE, ALLAN	I	PRINCIPAL AND CHIEF COMPLIANCE OFFICER	NA	Control
ROBERTS FINANCIAL SERVICES, INC.	DE	MANAGING MEMBER	E	Control
ROBERTS FINANCIAL SERVICES, INC.	DE	MANAGING MEMBER	E	Control
ROBERTS FINANCIAL SERVICES, INC.	DE	MANAGING MEMBER	E	Control
MOMMAERTS MAHANEY FINANCIAL SERVICES, INC.	DE	MANAGING MEMBER	D	Control
MOMMAERTS MAHANEY FINANCIAL SERVICES, INC.	DE	MANAGING MEMBER	D	Control
MOMMAERTS MAHANEY FINANCIAL SERVICES, INC.	DE	MANAGING MEMBER	D	Control
MOMMAERTS MAHANEY FINANCIAL SERVICES, INC.	DE	MANAGING MEMBER	D	Control
MOMMAERTS MAHANEY FINANCIAL SERVICES, INC.	DE	MANAGING MEMBER	D	Control
MOMMAERTS MAHANEY FINANCIAL SERVICES, INC.	DE	MANAGING MEMBER	D	Control
MOMMAERTS MAHANEY FINANCIAL SERVICES, INC.	DE	MANAGING MEMBER	D	Control
MOMMAERTS MAHANEY FINANCIAL SERVICES, INC.	DE	MANAGING MEMBER	D	Control
MOMMAERTS MAHANEY FINANCIAL SERVICES, INC.	DE	MANAGING MEMBER	D	Control
MOMMAERTS MAHANEY FINANCIAL SERVICES, INC.	DE	MANAGING MEMBER	D	Control
MOMMAERTS MAHANEY FINANCIAL SERVICES, INC.	DE	MANAGING MEMBER	D	Control
MOMMAERTS MAHANEY FINANCIAL SERVICES, INC.	DE	MANAGING MEMBER	D	Control
MOMMAERTS MAHANEY FINANCIAL SERVICES, INC.	DE	MANAGING MEMBER	D	Control
MOMMAERTS MAHANEY FINANCIAL SERVICES, INC.	DE	MANAGING MEMBER	D	Control
MOMMAERTS MAHANEY FINANCIAL SERVICES, INC.	DE	MANAGING MEMBER	D	Control
MOMMAERTS MAHANEY FINANCIAL SERVICES, INC.	DE	MANAGING MEMBER	D	Control
MOMMAERTS MAHANEY FINANCIAL SERVICES, INC.	DE	MANAGING MEMBER	D	Control
MOMMAERTS MAHANEY FINANCIAL SERVICES, INC.	DE	MANAGING MEMBER	D	Control
MOMMAERTS MAHANEY FINANCIAL SERVICES, INC.	DE	MANAGING MEMBER	D	Control
MOMMAERTS MAHANEY FINANCIAL SERVICES, INC.	DE	MANAGING MEMBER	D	Control
MOMMAERTS MAHANEY FINANCIAL SERVICES, INC.	DE	MANAGING MEMBER	D	Control
MOMMAERTS MAHANEY FINANCIAL SERVICES, INC.	DE	MANAGING MEMBER	D	Control
MOMMAERTS MAHANEY FINANCIAL SERVICES, INC.	DE	MANAGING MEMBER	D	Control
MOMMAERTS MAHANEY FINANCIAL SERVICES, INC.	DE	MANAGING MEMBER	D	Control
MOMMAERTS MAHANEY FINANCIAL SERVICES, INC.	DE	MANAGING MEMBER	D	Control
MOMMAERTS MAHANEY FINANCIAL SERVICES, INC.	DE	MANAGING MEMBER	D	Control
MOMMAERTS MAHANEY FINANCIAL SERVICES, INC.	DE	MANAGING MEMBER	D	Control
MOMMAERTS MAHANEY FINANCIAL SERVICES, INC.	DE	MANAGING MEMBER	D	Control
MOMMAERTS MAHANEY FINANCIAL SERVICES, INC.	DE	MANAGING MEMBER	D	Control
MOMMAERTS MAHANEY FINANCIAL SERVICES, INC.	DE	MANAGING MEMBER	D	Control
MOMMAERTS MAHANEY FINANCIAL SERVICES, INC.	DE	MANAGING MEMBER	D	Control
ROBERTS FINANCIAL SERVICES, INC.	DE	MANAGING MEMBER	D	Control
ROBERTS FINANCIAL SERVICES, INC.	DE	MANAGING MEMBER	D	Control
ROBERTS FINANCIAL SERVICES, INC.	DE	MANAGING MEMBER	D	Control
ROBERTS FINANCIAL SERVICES, INC.	DE	MANAGING MEMBER	D	Control
ROBERTS FINANCIAL SERVICES, INC.	DE	MANAGING MEMBER	D	Control
ROBERTS FINANCIAL SERVICES, INC.	DE	MANAGING MEMBER	D	Control
ROBERTS FINANCIAL SERVICES, INC.	DE	MANAGING MEMBER	D	Control
ROBERTS FINANCIAL SERVICES, INC.	DE	MANAGING MEMBER	D	Control
ROBERTS FINANCIAL SERVICES, INC.	DE	MANAGING MEMBER	D	Control
ROBERTS FINANCIAL SERVICES, INC.	DE	MANAGING MEMBER	D	Control
ROBERTS FINANCIAL SERVICES, INC.	DE	MANAGING MEMBER	D	Control
ROBERTS FINANCIAL SERVICES, INC.	DE	MANAGING MEMBER	D	Control
ROBERTS FINANCIAL SERVICES, INC.	DE	MANAGING MEMBER	D	Control
ROBERTS FINANCIAL SERVICES, INC.	DE	MANAGING MEMBER	D	Control
ROBERTS FINANCIAL SERVICES, INC.	DE	MANAGING MEMBER	D	Control
ROBERTS FINANCIAL SERVICES, INC.	DE	MANAGING MEMBER	D	Control
ROBERTS FINANCIAL SERVICES, INC.	DE	MANAGING MEMBER	D	Control
ROBERTS FINANCIAL SERVICES, INC.	DE	MANAGING MEMBER	D	Control
ROBERTS FINANCIAL SERVICES, INC.	DE	MANAGING MEMBER	D	Control
ROBERTS FINANCIAL SERVICES, INC.	DE	MANAGING MEMBER	D	Control
ROBERTS FINANCIAL SERVICES, INC.	DE	MANAGING MEMBER	D	Control
ROBERTS FINANCIAL SERVICES, INC.	DE	MANAGING MEMBER	D	Control
ROBERTS FINANCIAL SERVICES, INC.	DE	MANAGING MEMBER	D	Control
ROBERTS FINANCIAL SERVICES, INC.	DE	MANAGING MEMBER	D	Control
ROBERTS FINANCIAL SERVICES, INC.	DE	MANAGING MEMBER	D	Control
ROBERTS FINANCIAL SERVICES, INC.	DE	MANAGING MEMBER	D	Control
ROBERTS FINANCIAL SERVICES, INC.	DE	MANAGING MEMBER	D	Control
ROBERTS FINANCIAL SERVICES, INC.	DE	MANAGING MEMBER	D	Control
ROBERTS FINANCIAL SERVICES, INC.	DE	MANAGING MEMBER	D	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
MOMMAERTS, JON, CHARLES	I	MOMMAERTS MAHANEY FINANCIAL SERVICES, INC.	E	Control
MOMMAERTS, JON, CHARLES	I	MOMMAERTS MAHANEY FINANCIAL SERVICES, INC.	E	Control
MOMMAERTS, JON, CHARLES	I	MOMMAERTS MAHANEY FINANCIAL SERVICES, INC.	E	Control
MOMMAERTS, JON, CHARLES	I	MOMMAERTS MAHANEY FINANCIAL SERVICES, INC.	E	Control
MOMMAERTS, JON, CHARLES	I	MOMMAERTS MAHANEY FINANCIAL SERVICES, INC.	E	Control
MOMMAERTS, JON, CHARLES	I	MOMMAERTS MAHANEY FINANCIAL SERVICES, INC.	E	Control
MOMMAERTS, JON, CHARLES	I	MOMMAERTS MAHANEY FINANCIAL SERVICES, INC.	E	Control
MOMMAERTS, JON, CHARLES	I	MOMMAERTS MAHANEY FINANCIAL SERVICES, INC.	E	Control
MOMMAERTS, JON, CHARLES	I	MOMMAERTS MAHANEY FINANCIAL SERVICES, INC.	E	Control
MOMMAERTS, JON, CHARLES	I	MOMMAERTS MAHANEY FINANCIAL SERVICES, INC.	E	Control
MOMMAERTS, JON, CHARLES	I	MOMMAERTS MAHANEY FINANCIAL SERVICES, INC.	E	Control
MOMMAERTS, JON, CHARLES	I	MOMMAERTS MAHANEY FINANCIAL SERVICES, INC.	E	Control
MOMMAERTS, JON, CHARLES	I	MOMMAERTS MAHANEY FINANCIAL SERVICES, INC.	E	Control
MOMMAERTS, JON, CHARLES	I	MOMMAERTS MAHANEY FINANCIAL SERVICES, INC.	E	Control
MOMMAERTS, JON, CHARLES	I	MOMMAERTS MAHANEY FINANCIAL SERVICES, INC.	E	Control
MOMMAERTS, JON, CHARLES	I	MOMMAERTS MAHANEY FINANCIAL SERVICES, INC.	E	Control
MOMMAERTS, JON, CHARLES	I	MOMMAERTS MAHANEY FINANCIAL SERVICES, INC.	E	Control
MOMMAERTS, JON, CHARLES	I	MOMMAERTS MAHANEY FINANCIAL SERVICES, INC.	E	Control
MOMMAERTS, JON, CHARLES	I	MOMMAERTS MAHANEY FINANCIAL SERVICES, INC.	E	Control
MOMMAERTS, JON, CHARLES	I	MOMMAERTS MAHANEY FINANCIAL SERVICES, INC.	E	Control
MOMMAERTS, JON, CHARLES	I	MOMMAERTS MAHANEY FINANCIAL SERVICES, INC.	E	Control
MOMMAERTS, JON, CHARLES	I	MOMMAERTS MAHANEY FINANCIAL SERVICES, INC.	E	Control
MOMMAERTS, JON, CHARLES	I	MOMMAERTS MAHANEY FINANCIAL SERVICES, INC.	E	Control
MOMMAERTS, JON, CHARLES	I	MOMMAERTS MAHANEY FINANCIAL SERVICES, INC.	E	Control
ROBERTS, BRUCE, ALLAN	I	ROBERTS FINANCIAL SERVICES, INC.	E	Control
ROBERTS, BRUCE, ALLAN	I	ROBERTS FINANCIAL SERVICES, INC.	E	Control
ROBERTS, BRUCE, ALLAN	I	ROBERTS FINANCIAL SERVICES, INC.	E	Control
ROBERTS, BRUCE, ALLAN	I	ROBERTS FINANCIAL SERVICES, INC.	E	Control
ROBERTS, BRUCE, ALLAN	I	ROBERTS FINANCIAL SERVICES, INC.	E	Control
ROBERTS, BRUCE, ALLAN	I	ROBERTS FINANCIAL SERVICES, INC.	E	Control
ROBERTS, BRUCE, ALLAN	I	ROBERTS FINANCIAL SERVICES, INC.	E	Control
ROBERTS, BRUCE, ALLAN	I	ROBERTS FINANCIAL SERVICES, INC.	E	Control
ROBERTS, BRUCE, ALLAN	I	ROBERTS FINANCIAL SERVICES, INC.	E	Control
ROBERTS, BRUCE, ALLAN	I	ROBERTS FINANCIAL SERVICES, INC.	E	Control
ROBERTS, BRUCE, ALLAN	I	ROBERTS FINANCIAL SERVICES, INC.	E	Control
ROBERTS, BRUCE, ALLAN	I	ROBERTS FINANCIAL SERVICES, INC.	E	Control
ROBERTS, BRUCE, ALLAN	I	ROBERTS FINANCIAL SERVICES, INC.	E	Control
ROBERTS, BRUCE, ALLAN	I	ROBERTS FINANCIAL SERVICES, INC.	E	Control
ROBERTS, BRUCE, ALLAN	I	ROBERTS FINANCIAL SERVICES, INC.	E	Control
ROBERTS, BRUCE, ALLAN	I	ROBERTS FINANCIAL SERVICES, INC.	E	Control
ROBERTS, BRUCE, ALLAN	I	ROBERTS FINANCIAL SERVICES, INC.	E	Control
ROBERTS, BRUCE, ALLAN	I	ROBERTS FINANCIAL SERVICES, INC.	E	Control
ROBERTS, BRUCE, ALLAN	I	ROBERTS FINANCIAL SERVICES, INC.	E	Control
ROBERTS, BRUCE, ALLAN	I	ROBERTS FINANCIAL SERVICES, INC.	E	Control
ROBERTS, BRUCE, ALLAN	I	ROBERTS FINANCIAL SERVICES, INC.	E	Control
ROBERTS, BRUCE, ALLAN	I	ROBERTS FINANCIAL SERVICES, INC.	E	Control
ROBERTS, BRUCE, ALLAN	I	ROBERTS FINANCIAL SERVICES, INC.	E	Control
ROBERTS, BRUCE, ALLAN	I	ROBERTS FINANCIAL SERVICES, INC.	E	Control

Registrations

Federal

Aug 26, 2025 REGISTERED

Notice Filings (14)

AK AZ CA CO FL IL LA MI MN NE TX VA WA WI

Address

989 WEST WASHINGTON STREET
SUITE 101
MARQUETTE, MI 49855
United States

Phone: (906) 228-5564