Eric Wertheim

Employer firm

Empower Advisory Group, LLC CRD 112058

$195B regulatory AUM 24 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2025 → Present
  Empower Advisory Group, Llc
  Greenwood Village, CO
• 11/2016 → Present
  Army National Guard
  Lakeland, FL
• 06/2021 → 08/2022
  Ramah Sports Academy
  Cheshire, CT
• 08/2016 → 05/2020
  Michigan State University
  East Lansing, MI
• 06/2017 → 08/2017
  Ramah Day Camp
  Nyack, NY
• 10/2025 → Present
  Empower Financial Services, Inc
  Greenwood Village, CO

Other Businesses

Florida Army National Guard Not investment-related 4140 Drane Field Rd, Lakeland, FL 33811 Military Service Field Artillery Officer Captain 11/2016 48 Hrs 0 Battalion staff officer in charge of maintaining unit safety protocols and accountability of all unit training and certifications

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-08-27
• S63 Uniform Securities Agent State Law Examination
  2024-07-08