ERK WEALTH ADVISORS, LLC
other names
- ERK WEALTH ADVISORS, LLC
Adviser Profile
| As of Date | 02/03/2026 |
| ADV Location | LAS VEGAS, NV, United States |
| Adviser Type | |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Registration | California, Approved, 06/27/2025 |
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| AUM* | 5,575,556 |
| of that, discretionary | 5,575,556 |
| Private Fund GAV* | 0 |
| Avg Account Size | 150,691 |
| % High Net Worth | 26.09% |
| SMA’s | No |
| Private Funds | 0 |
| Contact Info | 818 xxxxxxx |
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- 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