ERK Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$3,333,480
Clients
13
Advisors
1
of 1 employees
About
ERK Wealth Advisors offers discretionary asset management and both one-time and ongoing financial planning to individuals, trusts, estates and business entities. The firm also provides retirement-plan services, including ERISA plan advice and limited-scope 3(21) fiduciary services for qualified plans.
Portfolios are managed on a discretionary basis and tailored to client goals, with periodic account reviews (at least quarterly) and the ability for clients to impose investment restrictions. The firm employs a range of analytical methods and may incorporate third‑party model managers or a designated sub‑advisor to implement asset‑allocation models and execute trades on client accounts.
The firm is affiliated with accounting and business‑consulting practices and its principal is a licensed CPA with a CGMA credential, a relationship the firm discloses as a potential conflict of interest. Compared with many independent, single‑advisor firms, ERK Wealth’s engagement with corporate/business clients and pension consulting and its use of a sub‑advisor (with a portion of advisory fees paid to that sub‑advisor) are relatively uncommon features.
Client services
Expertise
Occupation focus
Fee options
Ongoing financial planning fees range from $25,000 to $125,000 annually
$50,000 - $500,000: 2.00% annually $500,001 - $1,000,000: 1.75% annually $1,000,001 - $2,000,000: 1.50% annually $2,000,001 - $5,000,000: 1.25% annually Over $5,000,000+: 1.00% annually
$500 per hour for one-time financial planning
Account minimum: $50,000 Fee-only: Hourly financial planning fee of $500 per hour; ongoing planning fees range from $25,000 to $125,000 annually
Main office
10161 W Park Run Drive, Suite 150
Las Vegas NV 89145
Advisors at this office
1
Most active in
California · Nevada
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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