Ergawealth Advisors, Inc.

RIASEC Registered
Total AUM
$342M
Discretionary
$330M
97% of AUM
Avg account
$317K
Accounts
1,077
Employees
5
Advisory reps
2

Firm details

Headquarters
Oak Brook, Illinois
CRD number
290030
Registered since
March 4, 2022
Website
www.ergawealth.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI63.66%
  • Individuals29.14%
  • Charitable Organizations3.84%
  • Pension & Profit Sharing Plans3.37%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Ergawealth Advisors, Inc. is an independent registered investment adviser that completed SEC registration in 2022. The firm is individually owned and works with both individuals/families and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements are flexible and include percentage-of-AUM fees alongside hourly and fixed-fee engagements. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 52%, Public Funds/Mutual Funds 43%, Cash & Cash Equivalents 3%, US Government Bonds 1%, Investment Grade Corp Bonds 1%52%
  • Exchange Traded Equities52%
  • Public Funds/Mutual Funds43%
  • Cash & Cash Equivalents3%
  • US Government Bonds1%
  • Investment Grade Corp Bonds1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 50

Active vs passive

$434M in ETFs

Passive

7%

$29.1M

Active

84%

$405M

ETFProviderStyleCategoryValueShares% of portfolio
FIRST TRUST BUYWRITE INCOME ETF (FTHI)First TrustActiveDerivative Income$64.2M2,721,33114.80%
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Location

Primary office

Oak Brook, IL

Du Page

Location

Oak Brook, IL

Headquartered in Oak Brook, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Du Page
Address
1200 Harger Rd
Time zone
CT (UTC-6)
Office locations

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