Erben Associates, LLC
Erben Associates, LLC is an SEC-registered ria in Austin, TX with $402.5M assets under management (AUM, regulatory AUM), +20% over one year. See who owns Erben Associates, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 148703, SEC 801-114578, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $402.5M (2026-03-25)
- Firm type
- Ria
- Location
- Austin, TX
- Employees
- 10
- Clients
- 128
- CRD
- 148703
- Ownership
- ERBEN, JAMES, BEATON; WORRELL, BRITTANY, KATHRINE; Wright, KELLY, ANN
How much AUM does Erben Associates, LLC have?
Erben Associates, LLC reported $402.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns Erben Associates, LLC?
Disclosed owners and executives of Erben Associates, LLC include ERBEN, JAMES, BEATON, WORRELL, BRITTANY, KATHRINE, Wright, KELLY, ANN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.