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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| ERISA Advisers Inc
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|---|---|
| CRD # | 170487 |
| SEC # | 801-130090 |
| CIK # | |
| AUM | $202.6 M (2025-03-29) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 855-255-2391 |
| Address | 215 Centerview Dr Brentwood, TN 37027 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6 | 8.1 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 111 | 192.5 |
| (h) Charitable organizations | 1 | 2.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 136 | 202.6 |
| By Discretionary | ||
| Discretionary | 136 | 202.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 136 | 202.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 202.6 | |
| Total | 136 | 202.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Novus Advisors LLC
✚
|
SC | 0.2 |
|
Smart Portfolios LLC
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|
WA | 0.2 |
|
Emergent Wealth Advisors LLC
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NY | 0.2 |
|
XXI Wealth LLC
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|
IL | 0.2 |
|
Firstrust LLC
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|
FL | 0.2 |
|
SEEK First Inc
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|
CA | 0.2 |
|
Tribeca Financial LLC
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|
AZ | 0.2 |
|
Forthright Family Wealth Advisory LLC
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|
TX | 0.2 |
|
Gallagher Capital Advisors LLC
✚
|
0.2 | |
|
Powell Financial Inc
✚
|
NC | 0.2 |