ERK Wealth Advisors, LLC
Firm details
- Headquarters
- Las Vegas, Nevada
- CRD number
- 336797
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Corporations / Businesses40.21%
- Individuals30.56%
- HNWI29.22%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
ERK Wealth Advisors, LLC is an independent limited liability RIA that operates as a capital allocator for both individual/family and institutional clients. The firm provides financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection-of-other-advisers services. Its fee model mixes percentage-of-AUM billing with hourly charges. ERK is not positioned as an ESG investor and lists an accountant among its industry affiliations.
Assets & Accounts
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds93%
- Exchange Traded Equities4%
- Non-Exchange Traded Equities3%
Contacts
1 of 1
Erica Roach
Founding PartnerCRD 7148294
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Las Vegas, NV
Clark
Location
Las Vegas, NV
Headquartered in Las Vegas, NV, anchoring the Las Vegas-Henderson, NV metro in the West.
- Metro area
- Las Vegas-Henderson, NV
- Region
- West
- County
- Clark
- Address
- 10161 Park Run Dr
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Kingsbarn Capital Management
RIALas Vegas, NV
Ignis Capital Advisors LLC
RIALas Vegas, NV
Infinity Wealth Coaching, LLC
RIALas Vegas, NV
M Stevens Wealth Advisors, LLC
RIALas Vegas, NV
GSP Financial Strategies
RIALas Vegas, NV
Echo Wealth Partners
RIALas Vegas, NV