Investment adviser · CRD 138337

ERISEY WEALTH MANAGEMENT

Investment adviser filing (IA)

ERISEY WEALTH MANAGEMENT LLC

· Form ADV filed Apr 18, 2012

Regulatory AUM
$26M
Form ADV · Item 5.F
Client accounts
26
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Apr 18, 2012. View historical filings

Reported services

Individual portfolio management · Business portfolio management

Compensation

Percentage of assets

Principal office

CRD 138337

Filing source

Form ADV 641314 · Apr 18, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.