Kotys Wealth Professionals

Overview

Kotys Wealth Professionals is an SEC registered investment adviser based in Valparaiso, IN, registered since 2013. It reports $308M in assets under management across 885 accounts, with 8 employees. It has 4 investment adviser representatives.

Reported AUM

$308M

Discretionary

100%

Accounts

885

Average account

$348K

Employees

8

Advisory reps

4

Registered since

2013

Jurisdictions

6

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Hourly Charges, Other Fees and Percentage of Assets

Executive officers 3 of 3

• Wesley Michael Kotys Managing Member, Chief Executive Officer, Chief Compliance Officer CRD 4051934
• Megan May Myers Chief Operating Officer CRD 7657890
• Sarah Elizabeth Kotys Chief Financial Officer CRD 4697297

Advisory reps 3 of 4

• Erik Michael Bagley Insurance Agent · Investment Adviser Rep CRD 6824405
• Ryan Allen Kotys Investment Adviser Rep CRD 4634940
• Wesley Michael Kotys Insurance Agent · Investment Adviser Rep CRD 4051934

1 more advisory rep, with emails, phones and branch locations

Location

Headquarters

1111 Glendale Blvd Ste 105
Valparaiso, IN 46383

County

Porter

Metro area

Chicago-Naperville-Elgin, IL-IN-WI

Region

Midwest

Registrations

• SEC registered
• Registered in 6 jurisdictions
• Website: kotyswealthpro.com

Every state, with registration dates

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