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.
Total AUM$164M
Total Accounts90
10Y AUM Change+$34M (+26.4%)
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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%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
This firm has a multi year gap in available SEC ADV filing history between 2012 and 2022. Charts show the most recent available filing segment under this CRD.
* 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.