Overview
Assets Under Management: $317 million
High-Net-Worth Clients: 94
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 94
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.83
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,216
Discretionary Accounts: 1,205
Non-Discretionary Accounts: 11
Regulatory Filings
CRD Number: 290030
Filing ID: 2009928
Last Filing Date: 2025-08-15 14:24:00
Website: https://ergawealth.com