Wertz York Capital Management Group, LLC
● SEC registered since 2001CRD 115344SEC# 801-60690Tampa, FL
Reg. AUM
$18.16B
Employees
20
Accounts
33
Location
Tampa, FL
Wertz York Capital Management Group, LLC assets under management
Wertz York Capital Management Group, LLC is an SEC-registered investment adviser based in Tampa, FL. The firm has been registered since 2001. It reports $18.2 billion in regulatory assets under management and employs 20 people.
Wertz York Capital Management Group, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Ming Lee Jang Control | Chairman/Chief Revenue Officer | 5-10% | 2025 |
| Jason Michael Ewasko | Chief Compliance Officer | Under 5% | 2025 |
| Michael Brent Wertz Control | President/Ceo | Over 75% | 2025 |
Frequently asked questions
How much does Wertz York Capital Management Group, LLC manage?
Wertz York Capital Management Group, LLC reports $18.2 billion in regulatory assets under management on its Form ADV.
How many employees does Wertz York Capital Management Group, LLC have?
Wertz York Capital Management Group, LLC reports 20 employees.
Where is Wertz York Capital Management Group, LLC located?
Wertz York Capital Management Group, LLC is based in Tampa, FL and has been SEC-registered since 2001.
Does Wertz York Capital Management Group, LLC disclose fund performance?
Wertz York Capital Management Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4830 W. Kennedy Blvd., One Urban Centre - Suite 835, Tampa, FL 33609 |
| Phone | 813-238-4800 |
| Office hours | 8 a.m. To 5 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$18.16B▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 6%
Larger than 94% of 16,271 advisers
EmployeesTop 24%
More than 76% of 16,825 advisers
Assets under management
$18.16Bregulatory AUM
Discretionary $12.43BNon-discretionary $5.74B