# Ergawealth Advisors, Inc.

> Ergawealth Advisors, Inc. is an SEC-registered investment advisory firm in Oak Brook, IL, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 290030
- Filed as: ERGAWEALTH ADVISORS, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Oak Brook, IL
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/290030
- AdvisorCensus page: https://advisorcensus.com/firm/ergawealth-advisors-inc-oak-brook-il-290030

## Quick answers

**How is Ergawealth Advisors, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Ergawealth Advisors, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Ergawealth Advisors, Inc. located?**
Ergawealth Advisors, Inc.'s principal office is in Oak Brook, IL, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Ergawealth Advisors, Inc. registered with the SEC or a state?**
Ergawealth Advisors, Inc. is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 290030.

**How much does Ergawealth Advisors, Inc. manage?**
Ergawealth Advisors, Inc. reports $341,500,000 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (97% discretionary).

**How have Ergawealth Advisors, Inc.'s assets and staff changed since 2022?**
In the Form ADV data for Ergawealth Advisors, Inc.: Regulatory assets under management: $168,791,689 in the October 2022 data and $341,500,000 in the October 2026 data, up 102%. Total employees: 7 in October 2022 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Ergawealth Advisors, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (317); high net worth individuals (89); pension and profit sharing plans (but not the plan participants or government pension plans) (9).

**Which custodians does Ergawealth Advisors, Inc. use?**
Ergawealth Advisors, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Ergawealth Advisors, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/290030

**Does Ergawealth Advisors, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated March 27, 2026 says: "Ergawealth Advisors generally does not impose a minimum account size for establishing a relationship."

**What changed in Ergawealth Advisors, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 4 to 2. Changed its office addresses in Homewood, IL. No longer lists an office in Normal, IL.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Account minimum: None

> Ergawealth Advisors generally does not impose a minimum account size for establishing a relationship.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $341,500,000
- Discretionary: $330,000,000
- Non-discretionary: $11,500,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 317 | $99,500,000 |
| High net worth individuals | 89 | $217,400,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 9 | $11,500,000 |
| Charitable organizations | Fewer than 5 | $13,100,000 |

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

### Firm details
- Registered since: 2022 (4 years)
- Employees: 5 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, FL, IL, IN, LA, MI, NH, SC, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Homewood, IL

### Websites listed on Form ADV (Item 1.I)
- ergawealth.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $168,791,689 | 7 | April 26, 2022 |
| October 2023 | $200,587,175 | 9 | July 1, 2023 |
| October 2024 | $265,114,960 | 8 | July 29, 2024 |
| October 2025 | $316,652,570 | 7 | May 28, 2025 |
| October 2026 | $341,500,000 | 5 | March 27, 2026 |

Regulatory assets under management: $168,791,689 in the October 2022 data and $341,500,000 in the October 2026 data, up 102%.
Total employees: 7 in October 2022 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 4 to 2.
- Changed its office addresses in Homewood, IL.
- No longer lists an office in Normal, IL.

### January 2026
- No longer lists the business name Thiernau Financial Services, Inc..
- Registered or notice-filed in SC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ergawealth Advisors, Inc. (CRD 290030): Form ADV filing data as of October 2026.