$341.5M Total AUM
$330.0M Disc. AUM
-- 3Y CAGR
5 Employees
415 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Quantum
- Established Date
- 11-21-2017
- Office Locations
- 1
Office Locations
1200 Harger Road Suite 711 OAK Brook IL
About Ergawealth Advisors, Inc.
Ergawealth Advisors is an independent RIA serving individuals and families with a holistic, goal-based wealth management and financial planning process across “Organize, Plan, Protect, and Invest.” The team positions itself as a personal CFO, collaborating through accumulation and distribution stages. Portfolios are primarily implemented with ETFs and public funds, with a focus on asset allocation and risk management, and custody at Charles Schwab.
Team overview
50 AVG AGE
$170.8M AVG AUM / ADVISOR
$822.9K AVG AUM / CLIENT
8.6 yrs AVG TENURE
5 Employees
2 Advisory Reps
2 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Element value
Client Personas
Momentum value
Custodian
Wave Crest
Investment Themes
Delta
Investment Vehicles
Beacon wave
Platform
Atlas matrix
Services
Focus foundation Vertex Meridian timber Alpha glacier
Technology
Timber
Owner & Executives
IAN LEO LATERREUR
Managing Partner, WEALTH ADVISOR
- CRD
- #3247231
- Ownership
- 75% or more
(442) 500-3759
pathway.timber@foundationcapital.com
in linkedin.com/in/capital-beacon
Showing 1 of 1 owners & executives
Unlock allContacts
JEFFREY LAUREN RYAN
--
- CRD
- #2855025
(860) 721-3664
peak.insight@harborcapital.com
in linkedin.com/in/vital-unison
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $330,000,000 | $308,989 |
| Non-Discretionary | $11,500,000 | $1,277,778 |
| Total | $341,500,000 | $317,084 |
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Separately Managed Accounts
Total SMA Asset: $341,500,000
Equity - Exchange:
20.6% Public Funds:
19.2% Cash:
19.9% Corporate - Investment Grade:
21.0% U.S. Government/Agency:
19.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,360,329,402 | 20.6% |
| Public Funds | $1,267,879,831 | 19.2% |
| Cash | $1,314,104,616 | 19.9% |
| Corporate - Investment Grade | $1,386,743,565 | 21.0% |
| U.S. Government/Agency | $1,274,483,372 | 19.3% |
| Total | $6,603,540,786 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| GLACIER FOUNDATION VECTOR | PATHWAY FRONTIER | U5RAOA4LY | ICB | 3.84% | $82,389,866 |
| PATHWAY HORIZON PRIME | ELEMENT GLACIER | ZSUUBVYOW | FIPH | 11.80% | $86,623,231 |
| FRONTIER FRONTIER | OAK CAPITAL | IGQMI1ADU | SHTTD | 7.72% | $2,294,852 |
| VERTEX ELEMENT | CREST MERIDIAN | MN00TI3RO | SYHPO | 4.00% | $18,964,990 |
| HORIZON PRIME | SIGNAL INSIGHT | UDTINFDGC | KKB | 1.00% | $17,083,170 |
| ZENITH ELEMENT CAPITAL | TIMBER ATLAS | EGSVJTT3N | FQON | 10.18% | $46,056,701 |
| PEAK OAK | FUSION CREST | LYU1T6W3Y | XNXS | 1.41% | $105,899,358 |
| LEGACY MERIDIAN SIGNAL | WAVE UNISON | 6RI71MGJ3 | LYKG | 12.10% | $55,060,329 |