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Gregory Richard Wertz

Strategy Asset Managers LLC

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About Gregory Richard Wertz

Gregory Richard Wertz is an Investment Advisor Representative associated with Strategy Asset Managers LLC and has been active in the industry since 1991. Gregory Wertz is registered with the state of Connecticut. Gregory Wertz has passed the Uniform Securities Agent State Law Examination and the Uniform Investment Adviser Law Examination. Prior to joining Strategy Asset Managers LLC, Gregory Wertz was associated with Van Der Moolen Specialists USA, LLC.

Firm Information

Gregory Wertz is currently registered with Strategy Asset Managers LLC. Strategy Asset Managers LLC is a registered investment adviser located in Pasadena, California. The firm provides financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisers. The firm manages approximately $631 million in assets for a diverse clientele, including high-net-worth individuals, corporations, charities, and TAMP platforms. Strategy Asset Managers LLC also offers wrap fee programs.
Strategy Asset Managers LLC

790 E. COLORADO BLVD

PASADENA, CA 91101

$631.05M

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Gregory Wertz’s Registration & Firm History

CT

12/02/2020 - Present

Strategy Asset Managers LLC (Westport CT)

NY

09/27/1993 - 04/20/2005

VAN DER MOOLEN SPECIALISTS USA, LLC (NEW YORK NY)

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Licenses & Designations

IA

Issued 12/02/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/23/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/19/2000

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 07/17/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gregory Richard Wertz.
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