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Ergawealth Advisors, Inc.

● SEC registered since 2022CRD 290030SEC# 801-123353Oak Brook, IL
Export (members)
Reg. AUM
$316.7M
Employees
7
Accounts
1,216
Location
Oak Brook, IL

Ergawealth Advisors, Inc. assets under management

Ergawealth Advisors, Inc. operates as an SEC-registered investment adviser based in Oak Brook, IL. The firm has been registered since 2022. It reports $316.7 million in regulatory assets under management and employs 7 people.
www.ergawealth.comView on SEC.gov ↗

Ergawealth Advisors, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Ian Leo Laterreur ControlPresident, Chief Compliance Officer, Wealth AdvisorOver 75%2017

Frequently asked questions

How much does Ergawealth Advisors, Inc. manage?

Ergawealth Advisors, Inc. reports $316.7 million in regulatory assets under management on its Form ADV.

How many employees does Ergawealth Advisors, Inc. have?

Ergawealth Advisors, Inc. reports 7 employees.

Where is Ergawealth Advisors, Inc. located?

Ergawealth Advisors, Inc. is based in Oak Brook, IL and has been SEC-registered since 2022.

Does Ergawealth Advisors, Inc. disclose fund performance?

Ergawealth Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1200 Harger Road, Suite 711, Oak Brook, IL 60523
Phone(630) 320-2078
Fax(847) 416-8488
Office hours9:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK1973209
Discloses disciplinary historyNo

Assets under management

Discretionary$316.6M
Non-discretionary$12K
Total (RAUM)$316.7M