Ergawealth Advisors, Inc.
● SEC registered since 2022CRD 290030SEC# 801-123353Oak Brook, IL
Reg. AUM
$341.5M
Employees
5
Accounts
1,077
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 $341.5 million in regulatory assets under management and employs 5 people.
Ergawealth Advisors, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ian Leo Laterreur Control | Managing Partner, Chief Compliance Officer, Wealth Advisor | Over 75% | 2017 |
Frequently asked questions
How much does Ergawealth Advisors, Inc. manage?
Ergawealth Advisors, Inc. reports $341.5 million in regulatory assets under management on its Form ADV.
How many employees does Ergawealth Advisors, Inc. have?
Ergawealth Advisors, Inc. reports 5 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
| Address | 1200 Harger Road, Suite 711, Oak Brook, IL 60523 |
| Phone | (630) 320-2078 |
| Fax | (847) 416-8488 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1973209 |
| Discloses disciplinary history | No |
Regulatory AUM
$341.5M▲ 8%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 58%
Larger than 42% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$341.5Mregulatory AUM
Discretionary $330MNon-discretionary $11.5M