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firm profile

Deep Blue Investment Advisors

RIA Tampa, FL CRD 115344 Last verified October 2026

Overview

Deep Blue Investment Advisors is an SEC registered investment adviser based in Tampa, FL, registered since 2000. It reports $18.2B in assets under management across 33 accounts, with 20 employees. It has 7 investment adviser representatives.

Reported AUM
$18.2B
Discretionary
68%
Accounts
33
Average account
$55M
Employees
20
Advisory reps
7
Registered since
2000
Jurisdictions
2

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services
  • Educational Seminars
  • Other Advisory Services
  • Portfolio Management for Businesses or Institutional Clients
Client types
  • Government
  • Pooled Investment Vehicles
Fee structure
Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 3

  • Michael Brent Wertz President, Chief Executive Officer CRD 4067130
  • David Ming Lee Jang Chairman, Chief Revenue Officer CRD 3141225
  • Jason Michael Ewasko Chief Compliance Officer CRD 4622799

Advisory reps 3 of 7

4 more advisory reps, with emails, phones and branch locations

Location

Headquarters
4830 W Kennedy Blvd Ste 835
Tampa, FL 33609
County
Hillsborough
Metro area
Tampa-St. Petersburg-Clearwater, FL
Region
South

Registrations

Every state, with registration dates

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