ERK WEALTH ADVISORS, LLC

Overview

ERK Wealth Advisors, LLC is a small, independent registered investment adviser that serves individual, family and select institutional clients. The firm provides financial planning, direct portfolio management for individuals and small businesses, pension consulting and the selection of outside advisers. It charges both a percentage of assets under management and hourly fees, and the firm positions itself as a capital allocator—sourcing third‑party managers when appropriate rather than running a large in‑house alternatives platform. Investment activity centers on public mutual funds for core allocations and a limited programmatic exposure to real estate through external managers. The firm does not identify as an active ESG investor. Given the firm’s size and client base, its approach appears tailored and execution-focused: reliance on pooled public funds for diversified market exposure, supplemented by targeted real estate allocations and outside manager relationships when clients need specialized solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices