Ehb Financial Resources Managemnt, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Exton, PA. Its latest Form ADV filing, dated February 6, 2026, reports $164M in regulatory assets under management, 2 employees, and 90 accounts.
Assets Under Management
$164M
Employees
2
Offices
--
Total Clients
90
Primary office
EXTON, PA
211 WELSH POOL ROAD, SUITE 110, EXTON, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 61.1% of total clients.
Top client categories% of clientsClients
1
Individuals
61.1%
55
2
HNWI
38.9%
35
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$164Mas of February 6, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$164M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$164M
Total Accounts90
10Y AUM Change+$34M (+26.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee45:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.