E
ERK Wealth Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$5,575,556
This total excludes 10 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
13
46% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
13
Average account size
$428,889
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
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Business exit / sale strategy
Cash flow / budgeting
Debt management
Options & derivatives strategies
Occupation focus
Executive
Founder/Business Owner
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 location
ERK Wealth Advisors, LLC
10161 W Park Run Drive, Suite 150
Las Vegas NV 89145, United States
Number of offices
2
Most active in
ERK Wealth Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
California · Nevada
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")