ERGAWEALTH ADVISORS, INC.
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
FINTRXOverview
Ergawealth Advisors, Inc. operates as an independent Registered Investment Adviser that registered with the SEC in 2022 and is owned by an individual. The firm serves both individual/family and institutional clients and offers financial planning, portfolio management for individuals and small businesses, and pension consulting. Its billing methods include asset-based fees, hourly charges, and fixed-fee engagements. The firm does not identify as an active ESG investor. Ergawealth appears to run client portfolios with an equity tilt and relies on pooled equity exposures (ETFs and mutual funds) alongside select alternative allocations. It is not structured as a capital allocator to external managers in the sense of a fund-of-funds, but it does use third-party products within client portfolios.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities52%
- Public Funds/Mutual Funds43%
- Cash & Cash Equivalents3%
- US Government Bonds1%
- Investment Grade Corp Bonds1%
Contacts
2 of 2IAN LATERREUR
President & Wealth AdvisorCRD 3247231
JEFFREY RYAN
Wealth AdvisorCRD 2855025
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 52Active vs passive
$378M in ETFs
8%
$29.9M
83%
$348M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIRST TRUST BUYWRITE INCOME ETF (FTHI) | First Trust | Active | Derivative Income | $54.3M | 2,367,488 | 14.37% |
Location
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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