ERK WEALTH ADVISORS, LLC
other names
- ERK WEALTH ADVISORS, LLC
Adviser Profile
| Registration status | Terminated |
| As of Date | 08/03/2025 |
| ADV Location | GLENDALE, CA, United States |
| Adviser Type | |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| AUM* | 3,091,404 -1% |
| of that, discretionary | 3,091,404 -1% |
| Private Fund GAV* | 0 |
| Avg Account Size | 90,924 -10% |
| SMA’s | No |
| Private Funds | 0 |
| Contact Info | 818 xxxxxxx |
Client Types
- Individuals (other than high net worth individuals)
- Pension and profit sharing plans
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
Reported AUM
1
1
1
1
Private Funds
No private funds