Michael Brent Wertz
Investment adviser representative at Deep Blue Investment Advisors
26 yearsExperience
2 statesRegistered in
$18.2BFirm assets
24 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Seminars and workshops
Experience
26 years in the industry.
- Deep Blue Investment AdvisorsJun 2000 to now
- Wertz York Capital Management Group, LLCJun 2000 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Deep Blue Investment Advisors
Legal name: Wertz York Capital Management Group, LLC
$18.2BAssets managed
33Clients
7Advisers
24 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4067130
- Firm CRD
- 115344