Firm profile

DEEP BLUE INVESTMENT ADVISORS

TAMPA, FLCRD 115344Latest ADV March 27, 2026

Deep Blue Investment Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Tampa, FL. Its latest Form ADV filing, dated March 27, 2026, reports $18.2B in regulatory assets under management, 20 employees, and 33 accounts.

Assets Under Management
$18.2B
Employees
20
Offices
--
Total Clients
33
Primary office
TAMPA, FL
4830 W. KENNEDY BLVD., ONE URBAN CENTRE - SUITE 835, TAMPA, FL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOMichael B. Wertz
CCOJason M. Ewasko

Advisory services offered

4 types reported
Educational seminars/workshops
Other advisory services
Portfolio management for businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentGovernment represent 75.8% of total clients.
Top client categories% of clientsClients
1
Government
75.8%
25
2
Pooled Investment Vehicles
24.2%
8

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$18.2Bas of March 27, 2026
Discretionary68.4%
$12.4B
68% of total RAUM68.4%
Non-discretionary31.6%
$5.7B
32% of total RAUM31.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$18.2B
Total Accounts33
10Y AUM Change+$17.1B (+1599.2%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees20
Clients per Employee2:1
10Y Employee Change+14 (+233.3%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.