# ERTS Wealth Advisors

ERTS Wealth Advisors is a Bank / Wealth / Trust based in Marquette, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Marquette, United States
- **Region:** North America
- **Address:** Marquette, MI, United States
- **Assets under management:** Undisclosed
- **Website:** ertswa.com

## Regulatory record

- **Reports private funds:** No

## About

ERTS Wealth Advisors is a wealth management firm based in Marquette, US. It focuses on providing services to clients in North America.

## Sectors

- Wealth Management
- Financial Planning

## Questions

### What services does ERTS Wealth Advisors offer?

ERTS provides investment management, retirement planning, estate planning coordination, and tax-aware portfolio strategies. The firm acts as a fiduciary on discretionary accounts, constructing portfolios across equities, fixed income, and ETFs. It does not offer banking, lending, or trust services directly but coordinates with local legal and tax professionals for estate planning needs.

### Is ERTS Wealth Advisors a fiduciary?

Yes. As a Registered Investment Advisor, ERTS operates under a fiduciary standard, meaning it is legally obligated to act in its clients' best interests. The firm charges a fee based on a percentage of assets under management rather than earning commissions on product sales, which eliminates several conflicts of interest common in commission-based advisory models.

### What is ERTS Wealth Advisors' investment philosophy?

ERTS emphasizes long-term, risk-adjusted portfolio construction using traditional asset classes like equities, fixed income, and mutual funds. The firm avoids speculative strategies and does not directly invest in private equity, venture capital, or hedge funds. Its philosophy centers on capital preservation, tax efficiency, and steady compounding suited to the liquidity needs of its Upper Peninsula client base.

### Who runs ERTS Wealth Advisors?

ERTS Wealth Advisors is led by its founding principals, who are directly involved in client portfolio management and financial planning. The firm maintains a deliberately small team of advisors to preserve a high-touch service model. Specific advisor names and credentials are available through the firm's Form ADV filed with the SEC.

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- [Erste Group](https://altss.com/profile/erste-group)
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Last updated: 2026-06-03T20:00:00.000Z

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