# Kotys Wealth Professionals

Kotys Wealth Professionals is a Bank / Wealth / Trust based in Valparaiso, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Valparaiso, United States
- **Region:** North America
- **Address:** Valparaiso, IN, United States
- **Founded:** 2020
- **Assets under management:** Undisclosed
- **Website:** kotyswealthpro.com
- **LinkedIn:** https://www.linkedin.com/company/kotyswealthprofessionals

## Regulatory record

- **CRD number:** 168156
- **SEC file number:** 801-118738
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-24T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/168156

## About

Kotys Wealth Professionals is an SEC-registered investment adviser in Valparaiso, IN, registered since 2020. The firm manages approximately $308 million in regulatory assets. It has 8 employees and 4 investment advisers.

## Questions

### Does Kotys Wealth Professionals offer direct private-market investments or co-investment opportunities?

There is no public evidence that Kotys Wealth Professionals offers direct private-market investments, co-investment vehicles, or access to private-equity and venture-capital fund commitments. The firm's public materials describe a traditional wealth-management and financial-planning practice.

### How is Kotys Wealth Professionals regulated?

The firm operates as a registered investment advisor, regulated by the US Securities and Exchange Commission or the Indiana Securities Division depending on its regulatory-assets-under-management threshold. RIA registration requires fiduciary conduct, Form ADV disclosures, and periodic examinations.

## Related profiles

- [Kotora](https://altss.com/profile/kotora)
- [Kovalcik & Geraghty Wealth Partners](https://altss.com/profile/kovalcik-geraghty-wealth-partners)

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Last updated: 2026-06-03T20:00:00.000Z

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