EXPERT FINANCIAL SERVICES, LLC

EXPERT FINANCIAL SERVICES, LLC of WEXFORD, PA is an SEC-registered investment adviser (CRD 121584). Regulatory assets under management: $106.1M.

Registration

• CRD: 121584
• Type: Registered investment adviser
• Location: 11676 PERRY HIGHWAY, SUITE 2201, WEXFORD, PA, 15090
• Phone: 412-963-7978
• Latest filing: 2026-04-29
• Regulatory AUM: $106.1M
• Non-discretionary AUM: $106.1M
• Clients: 1
• Accounts: 138

Business model

Compensation: % of AUM, Commissions.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 121584 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search