← Back to searchVisit website
ERGAWEALTH ADVISORS, INC.
CRD 290030 · SEC 801-123353
1200 HARGER ROAD, SUITE 711, OAK BROOK, IL, 60523, United States
Phone
(630) 320-2078
Fax
(847) 416-8488
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$341.5M
Discretionary AUM
$330.0M
Team
5 total employees; 2 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 317 | $99.5M |
| High net worth individuals | 89 | $217.4M |
| Pension/profit sharing plans | 9 | $11.5M |
States served
CO, IL, IN, LA, MI, SC, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD