|
⚲
|
| Keyboard |
| Ergawealth Advisors Inc
✚
|
|
|---|---|
| CRD # | 290030 |
| SEC # | 801-123353 |
| CIK # | 0001973209 |
| AUM | 341.5 M (2026-03-27) |
| Employees | 5 (40% Investors, 40% Brokers) |
| Phone | 630-320-2078 |
| Address | 1200 Harger Road Oak Brook, IL 60523 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 1.8 | ||
| Sherwin Williams Co | 1.4 | ||
| AbbVie Inc | 1.1 | ||
| Ford Motor Co | 0.9 | ||
| Bank of America Corp /DE/ | 0.6 | ||
| International Business Machines Corp | 0.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 317 | 99.5 |
| (b) Individuals (high net worth individuals) | 89 | 217.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 11.5 |
| (h) Charitable organizations | 0 | 13.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,077 | 341.5 |
| By Discretionary | ||
| Discretionary | 1,068 | 330.0 |
| Non-Discretionary | 9 | 11.5 |
| Total | 1,077 | 341.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 341.5 | |
| Total | 1,077 | 341.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001973209] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Legacy Beyond Wealth LLC
✚
|
342.0 M | |
|
M3 Advisory Group LLC
✚
|
MA | 342.0 M |
|
Eaglebrook Advisors Inc
✚
|
NY | 342.0 M |
|
Steelhead Wealth Management LLC
✚
|
VA | 341.9 M |
|
Second 50 Financial LLC
✚
|
CA | 341.6 M |
|
Petros Family Wealth LLC
✚
|
MN | 341.6 M |
|
Blue Investment Management LLC
✚
|
FL | 341.4 M |
|
Thomas Wright Asset Management Inc
✚
|
PR | 341.3 M |
|
Eukles Asset Management LLC
✚
|
OH | 341.1 M |
|
Reichard Capital LLC
✚
|
NC | 341.0 M |