# Ergawealth Advisors

Ergawealth Advisors is a Bank / Wealth / Trust based in Oak Brook, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Oak Brook, United States
- **Region:** North America
- **Address:** Oak Brook, IL, United States
- **Founded:** 2022
- **Assets under management:** Undisclosed
- **Website:** www.ergawealth.com
- **LinkedIn:** https://www.linkedin.com/company/ergawealth-advisors

## Regulatory record

- **CRD number:** 290030
- **SEC file number:** 801-123353
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/290030

## About

Ergawealth Advisors is an SEC-registered investment adviser in Oak Brook, IL, registered since 2022. The firm manages $342 million in assets, with $330 million on a discretionary basis. It has 5 employees and 2 investment advisers.

## Questions

### Is Ergawealth Advisors a fiduciary?

As an SEC-registered investment adviser, Ergawealth Advisors operates under a fiduciary standard. This means the firm is legally obligated to put client interests ahead of its own when making investment recommendations and managing portfolios — a higher standard than the suitability rule that applies to broker-dealers.

### What investment approach does Ergawealth Advisors take?

The firm manages discretionary portfolios across equities, fixed income, and alternative investments. Public records point to an emphasis on strategic asset allocation and third-party manager selection, though specific strategies, performance data, and asset-class weightings are not publicly disclosed.

### Who are Ergawealth's typical clients?

Ergawealth serves high-net-worth individuals and families, primarily from its Oak Brook, Illinois headquarters serving the greater Chicago region. The firm does not publish client minimums, aggregate AUM, or a named roster of client families.

### How does Ergawealth differ from a brokerage-based wealth manager?

Ergawealth is structured as a registered investment adviser, not a broker-dealer. This distinction means the firm charges advisory fees rather than commissions and is held to the fiduciary standard, which requires it to act in the best interest of each client on an ongoing basis — a legal framework that broker-dealers do not share.

## Related profiles

- [EREN](https://altss.com/profile/eren)
- [ERGO Private Capital Dritte](https://altss.com/profile/ergo-private-capital-dritte)

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Last updated: 2026-06-03T20:00:00.000Z

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