Ergawealth Advisors, Inc.
- Regulatory AUM
- $342M
- Discretionary
- $330M
- Clients
- 415
- Avg AUM / client
- $823K
- Accounts
- 1,077
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 27, 2026
Investments (13F portfolio — 55 positions, $226,161,700)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | First Tr Exchange Traded Fd | BUYWRIT INCM ETF | $54,333,845 | 2,367,488 | 24.0% | 15.9% |
| 2 | Capital Group Growth Etf | SHS CREATION UNI | $30,796,891 | 766,282 | 13.6% | 9.02% |
| 3 | Capital Group Dividend Value | SHS CREATION UNI | $26,970,967 | 634,014 | 11.9% | 7.9% |
| 4 | Capital Group Equity Etf Tr | US SMALL AND MID | $23,315,264 | 794,117 | 10.3% | 6.83% |
| 5 | Capital Group Gbl Growth Eqt | SHS CREATION UNI | $16,271,708 | 487,615 | 7.19% | 4.76% |
| 6 | Capital Group Core Equity Et | SHS CREATION UNI | $16,248,190 | 422,910 | 7.18% | 4.76% |
| 7 | First Tr Exchng Traded Fd Vi | FT VEST LADDERED | $5,607,373 | 166,046 | 2.48% | 1.64% |
| 8 | Capital Group New Geography | SHS | $5,492,518 | 173,979 | 2.43% | 1.61% |
| 9 | First Tr Exchange Traded Fd | RISNG DIVD ACHIV | $4,382,258 | 64,181 | 1.94% | 1.28% |
| 10 | First Tr Exchange Traded Fd | CAP STRENGTH ETF | $3,692,992 | 39,812 | 1.63% | 1.08% |
| 11 | J P Morgan Exchange Traded F | EQUITY PREMIUM | $3,515,018 | 62,015 | 1.55% | 1.03% |
| 12 | First Tr Exchng Traded Fd Vi | FT VEST LADDERED | $3,236,018 | 91,620 | 1.43% | 0.95% |
| 13 | J P Morgan Exchange Traded F | ULTRA SHRT ETF | $2,657,859 | 52,516 | 1.18% | 0.78% |
| 14 | First Tr Exchange Traded Fd | SMID RISNG ETF | $2,423,372 | 61,460 | 1.07% | 0.71% |
| 15 | Pacer Fds Tr | LUNT LRGCP MULTI | $1,996,541 | 38,536 | 0.88% | 0.58% |
| 16 | Apple Inc | COM | $1,832,207 | 7,219 | 0.81% | 0.54% |
| 17 | Ea Series Trust | STRIVE ENHANCED | $1,682,301 | 83,097 | 0.74% | 0.49% |
| 18 | Janus Detroit Str Tr | HENDERSON MTG | $1,604,039 | 35,503 | 0.71% | 0.47% |
| 19 | First Tr Exchng Traded Fd Vi | FT VEST LAD | $1,571,393 | 59,817 | 0.69% | 0.46% |
| 20 | Pimco Etf Tr | MULTISECTOR BD | $1,544,007 | 58,932 | 0.68% | 0.45% |
| 21 | Sherwin Williams Co | COM | $1,442,475 | 4,500 | 0.64% | 0.42% |
| 22 | Ishares Tr | MSCI USA MIN VOL | $1,135,951 | 12,249 | 0.5% | 0.33% |
| 23 | Abbvie Inc | COM | $1,112,693 | 5,116 | 0.49% | 0.33% |
| 24 | Ishares Tr | MSCI USA QLT FCT | $954,306 | 4,975 | 0.42% | 0.28% |
| 25 | First Tr Exchng Traded Fd Vi | FT VEST LADDERED | $951,580 | 33,985 | 0.42% | 0.28% |
Top 25 of 55 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 317 | $99.5M | 29.1% |
| High net worth individuals | 89 | $217M | 63.7% |
| Pension and profit sharing plans | 9 | $11.5M | 3.37% |
| Charitable organizations | Fewer than 5 clients | $13.1M | 3.84% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ian Leo Laterreur | President, Chief Compliance Officer, Wealth Advisor | CFP | Sep 2017 (9y) | 75% or more |
| Jeffrey Lauren Ryan | Registered representative | Jan 2018 (9y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 906 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $328M (96% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗