Ergawealth Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Oak Brook, IL. Its latest Form ADV filing, dated March 27, 2026, reports $342M in regulatory assets under management, 5 employees, 1 office, and 1,077 accounts.
Assets Under Management
$342M
Employees
5
Offices
1 office
Total Clients
415
Primary office
OAK BROOK, IL
1200 HARGER ROAD, SUITE 711, OAK BROOK, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 76.4% of total clients.
Top client categories% of clientsClients
1
Individuals
76.4%
317
2
HNWI
21.4%
89
3
Pension Plans
2.2%
9
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$342Mas of March 27, 2026
Discretionary96.6%
$330M
97% of total RAUM96.6%
Non-discretionary3.4%
$12M
3% of total RAUM3.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$342M
Total Accounts1,077
10Y AUM Change+$173M (+102.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee83:1
10Y Employee Change-2 (-28.6%)
* 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.