Kotys Wealth Professionals
Kotys Wealth Professionals is an SEC-registered mass-market adviser in Valparaiso, IN with $308.0M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Kotys Wealth Professionals: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 168156, SEC 801-118738, data through 2026-04-24.
- AUM (assets under management / regulatory AUM)
- $308.0M (2026-04-24)
- Firm type
- Mass-Market Adviser
- Location
- Valparaiso, IN
- Employees
- 8
- Clients
- 321
- CRD
- 168156
- Ownership
- KOTYS, SARAH, ELIZABETH; KOTYS, WESLEY, MICHAEL; WESLEY M. KOTYS REVOCABLE TRUST DATED APRIL 5, 2023; MYERS, MEGAN, MAY
How much AUM does Kotys Wealth Professionals have?
Kotys Wealth Professionals reported $308.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-24).
Who owns Kotys Wealth Professionals?
Disclosed owners and executives of Kotys Wealth Professionals include KOTYS, SARAH, ELIZABETH, KOTYS, WESLEY, MICHAEL, WESLEY M. KOTYS REVOCABLE TRUST DATED APRIL 5, 2023, MYERS, MEGAN, MAY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.