# ERISEY WEALTH MANAGEMENT LLC

ERISEY WEALTH MANAGEMENT LLC of CAVE CREEK, AZ is an SEC-registered investment adviser.

## Registration

- CRD: 138337
- Type: SEC-registered investment adviser
- SEC file number: 801-65038
- Location: 28248 N. TATUM BLVD., STE. B-1, #418, CAVE CREEK, AZ, 85331
- Phone: 480-473-4611
- Latest filing: 2012-04-18
- Regulatory AUM: $26.0M
- Discretionary AUM: $26.0M
- Clients: 1
- Accounts: 26

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| HARTLEY KENNETH RUSSELL | PRESIDENT; PRESIDENT,CCO; PRESIDENT, CHIEF COMPLIANCE OFFICER (+1 more) | — |
| OSWALD SHELLY ANN | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, TRUST ADMINISTRATOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/138337/brochure
- Similar advisers: https://search.stillhousedata.com/firm/138337/similar
- Related entities: https://search.stillhousedata.com/firm/138337/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/138337

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.