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ME

Michael P. Ernst

ERNST & CO. WEALTH MANAGEMENT
Manhattan Beach, CA 90266
Some features on this profile are disabled
CRD#: 2554431
ME

Professional summary

Michael Patrick Ernst is a registered financial advisor currently at ERNST & CO. WEALTH MANAGEMENT, LLC located in Manhattan Beach, California and CLEVERALPHA located in Manhattan Beach, California.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Michael has worked at 3 firms and has passed the Series 65, Series 63, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Patrick Ernst's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

July 14, 2015 - Present

ERNST & CO. WEALTH MANAGEMENT, LLC

Office #1: 1334 Parkview Avenue, #100, Manhattan Beach, CA 90266
RIA
CRD#: 269911
Manhattan Beach, CA
Current

April 2, 2020 - Present

CLEVERALPHA

Office #1: 1334 Parkview Avenue Suite 100, Manhattan Beach, CA 90266
RIA
CRD#: 301620
Manhattan Beach, CA
Past

November 22, 1994 - June 23, 1995

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CL
CLEVERALPHA
CLEVERALPHA | CLEVERALPHA ASSET MANAGEMENT, LLC

CRD#: 301620 / SEC#: 801-117634

RIA
Registered Investment Advisory firm - (11/15/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(7/14/2015)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/2/2015
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/14/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 31
Date: 12/14/1994
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 11/21/1994
General Securities Representative Examination

Current Firm

CL
CLEVERALPHA
CLEVERALPHA | CLEVERALPHA ASSET MANAGEMENT, LLC

CRD#: 301620 / SEC#: 801-117634

RIA
Registered Investment Advisory firm - (11/15/2019 Approved)
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Contact information

Main Address
5155 West Rosecrans Avenue Suite 320a, Hawthorne, CA 90250
Mailing Address
425 15th Street C3321, Manhattan Beach, CA 90266
Phone number
(310) 293-7837
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FIRM BROCHURE (12/18/2025)
WRAP FEE PROGRAM BROCHURE (12/18/2025)

Regulatory assets under management

Total Number of Accounts55
AUM (Assets Under Management)$ 28,324,971

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CLEVERALPHA

CRD#: 301620Manhattan Beach, CA 90266

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