# Eagle Ridge Wealth Advisors

> Eagle Ridge Wealth Advisors is a state-registered investment advisory firm, registered since 2013, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 6, 2026.

- CRD: 165660
- Filed as: EAGLE RIDGE WEALTH ADVISORS
- Legal name: Doehrmann Investments LLC DBA Eagle Ridge Wealth Advisors
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Illinois
- Filing period: October 2026
- Form ADV filing dated: January 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/165660
- AdvisorCensus page: https://advisorcensus.com/firm/eagle-ridge-wealth-advisors-165660

## Quick answers

**How is Eagle Ridge Wealth Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Eagle Ridge Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; performance-based fees.

**Is Eagle Ridge Wealth Advisors registered with the SEC or a state?**
Eagle Ridge Wealth Advisors is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 165660.

**How much does Eagle Ridge Wealth Advisors manage?**
Eagle Ridge Wealth Advisors reports $52,483,000 in regulatory assets under management in its Form ADV filing dated January 6, 2026 (100% discretionary).

**What types of clients does Eagle Ridge Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (33); individuals (other than high net worth individuals) (20).

**Does Eagle Ridge Wealth Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/165660

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $52,483,000
- Discretionary: $52,483,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 20 | $5,211,000 |
| High net worth individuals | 33 | $46,580,000 |
| Charitable organizations | Fewer than 5 | $692,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2013 (13 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- erwealth.com
- Facebook @Tim-Doehrmann-CFP-114651406600468
- Facebook @eagleridgewealthadvisors

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Eagle Ridge Wealth Advisors (CRD 165660): Form ADV filing data as of October 2026.