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ERK WEALTH ADVISORS, LLC
CRD 336797
10161 W PARK RUN DRIVE, SUITE 150, LAS VEGAS, NV, 89145, United States
Phone
818 649 3940
Fax
818-649-3941
Registration
— (—)
Source
State registered
Total AUM
$5.6M
Discretionary AUM
$5.6M
Team
1 total employees; 1 advisory reps; 4 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-02-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 7 | $1.7M |
| High net worth individuals | 6 | $1.6M |
| Corporations/business entities | 10 | $2.2M |
Official SEC filing: View on IAPD