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Chief Financial Officer · Kotys Wealth Professionals

Sarah E. Kotys

CRD 4697297 · Named on Form ADV at one SEC-registered adviser

At a glance

Kotys Wealth Professionals, an SEC-registered wealth manager based in Valparaiso, IN with $308 million in regulatory assets, lists Sarah E. Kotys on its Form ADV as Chief Financial Officer, a control person.

Firms and roles

AtlasMembers

Sarah’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Wesley M. KotysManaging Member/chief Executive Offer//chief Compliance Officer, Kotys Wealth Professionals
  • Megan M. MyersChief Operations Officer, Kotys Wealth Professionals

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Sarah’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.