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DEEP BLUE INVESTMENT ADVISORS
WERTZ YORK CAPITAL MANAGEMENT GROUP, LLC
CRD 115344 · SEC 801-60690
4830 W. KENNEDY BLVD., ONE URBAN CENTRE - SUITE 835, TAMPA, FL, 33609, United States
Phone
813-238-4800
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$18.16B
Discretionary AUM
$12.43B
Team
20 total employees; 9 advisory reps; 3 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Portfolio management (pooled vehicles)Portfolio management (institutions)Educational seminarsCONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 8 | $9.59B |
| State/municipal entities | 25 | $8.58B |
States served
TX, FL
All web addresses on file
Official SEC filing: View on IAPD