Etz Advisory, LLC
● SEC registered since 2025CRD 334861SEC# 801-132134
Reg. AUM
$1.14B
Employees
3
Accounts
3
Location
—
Etz Advisory, LLC assets under management
Etz Advisory, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2025. It reports $1.1 billion in regulatory assets under management and employs 3 people.
Etz Advisory, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jiazi Guo Control | Ceo | Over 75% | 2025 |
| Yisroel Bergida | Chief Compliance Officer | Under 5% | 2026 |
Frequently asked questions
How much does Etz Advisory, LLC manage?
Etz Advisory, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.
How many employees does Etz Advisory, LLC have?
Etz Advisory, LLC reports 3 employees.
Does Etz Advisory, LLC disclose fund performance?
Etz Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 720-936-3368 |
| Office hours | 8:00a.m. - 4:00p.m. Pst |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.14B▼ 5%
Jul '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 31%
Larger than 69% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$1.14Bregulatory AUM
Discretionary $0Non-discretionary $1.14B