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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between March 17, 2025 and July 24, 2026, reported AUM increased 13.2%, from $272.1M to $308.0M.
Across 5 reported observations, AUM increased 69.7% between December 12, 2022 and July 24, 2026, from $181.5M to $308.0M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 4 advisory representatives and 323 clients, or 80.8 clients per representative. That equates to $953.6K in reported AUM per client.
The profile lists 2 reported office locations and 12 years in operation. The source data was last updated on July 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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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
SMA allocation detail is available
Kotys Wealth Professionals has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Kotys Wealth Professionals's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.