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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-01-2013
- Office Locations
- 2
Office Locations
About Kotys Wealth Professionals
Kotys Wealth Professionals is an independent, fee-only fiduciary RIA delivering customized wealth management and holistic financial planning for high-net-worth individuals, families, business owners, endowments, and municipalities nationwide. The firm pairs disciplined portfolio management with an investment committee and builds allocations using public funds such as ETFs and mutual funds. Based in Valparaiso, IN with an office in Folsom, CA, and uses a risk-tolerance assessment in its process.
Team overview
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Client Personas
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Investment Themes
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Technology
Owner & Executives
WESLEY MICHAEL KOTYS
Chief Compliance Officer, Managing Member
- CRD
- #4051934
- Ownership
- 75% or more
SARAH ELIZABETH KOTYS
Chief Financial Officer, Chief Operating Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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ERIK MICHAEL BAGLEY
Wealth Advisor
- CRD
- #6824405
RYAN ALLEN KOTYS
Wealth Advisor
- CRD
- #4634940
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $308,018,184 | $348,043 |
| Non-Discretionary | $0 | -- |
| Total | $308,018,184 | $348,043 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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