ERISEY WEALTH MANAGEMENT LLC

SEC file number 801-65038 · CAVE CREEK, AZ

This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.

Regulatory AUM

$32.5M

Discretionary AUM

$32.5M

Employees

—

Clients

—

Firm

Address: 28248 N. TATUM BLVD., STE. B-1, #418
CAVE CREEK, AZ 85331
Phone: —
Website: —
Disciplinary: Unknown — verify on SEC IAPD

Sources

Search SEC IAPD to verify this firm ↗
Last refreshed Apr 28, 2026

Possible Form D name matches (not verified)

RLS Wealth Management LP LLC Medium name-match confidence · CIK 2138502 · NC
Cantata Wealth Management, LLC Medium name-match confidence · CIK 2051140 · FL
Redstone Wealth Management Co., Ltd. Medium name-match confidence · CIK 2112381 · CO
ARCADIA WEALTH MANAGEMENT LLC\GA Medium name-match confidence · CIK 2132232 · GA
Everwise Private Wealth Management Ltd. Medium name-match confidence · CIK 2097166 · CO
US Wealth Management Ventures, LLC Medium name-match confidence · CIK 1993605 · NY
Strata Solas Wealth Management LLC Medium name-match confidence · CIK 2105970 · DE
Serif Health Management, Inc. Medium name-match confidence · CIK 1926833 · CA
Highwater Wealth Management LLC\DE Medium name-match confidence · CIK 2139770 · CA
Private Wealth Asset Management, LLC Medium name-match confidence · CIK 1883006 · NE

Serif Health Management, Inc. · D · Aug 25, 2026

$5.6M
Private Wealth Asset Management, LLC · D · Aug 21, 2026

$5.7M
Highwater Wealth Management LLC\DE · D · Jun 24, 2026
RLS Wealth Management LP LLC · D · Jun 4, 2026

$1.2M
ARCADIA WEALTH MANAGEMENT LLC\GA · D · Apr 29, 2026
Redstone Wealth Management Co., Ltd. · D · Feb 20, 2026

$100M
Strata Solas Wealth Management LLC · D · Jan 20, 2026
US Wealth Management Ventures, LLC · D · Nov 24, 2025

$5M
Everwise Private Wealth Management Ltd. · D · Nov 19, 2025
Cantata Wealth Management, LLC · D/A · Oct 10, 2025

$2M
Cantata Wealth Management, LLC · D · Feb 19, 2025

$2M