Ehrlich Financial Group
Ehrlich Financial Group is an SEC-registered wealth manager in Laguna Niguel, CA with $250.1M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Ehrlich Financial Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 325595, SEC 801-128007, data through 2026-01-28.
- AUM (assets under management / regulatory AUM)
- $250.1M (2026-01-28)
- Firm type
- Wealth Manager
- Location
- Laguna Niguel, CA
- Employees
- 5
- Clients
- 207
- CRD
- 325595
- Ownership
- ROMMEL, LORA, J; EHRLICH, ANDREW, LEE; YASTE, TAELIM, HARRISON; EFG PRIVATE HOLDINGS LLC
How much AUM does Ehrlich Financial Group have?
Ehrlich Financial Group reported $250.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-28).
Who owns Ehrlich Financial Group?
Disclosed owners and executives of Ehrlich Financial Group include ROMMEL, LORA, J, EHRLICH, ANDREW, LEE, YASTE, TAELIM, HARRISON, EFG PRIVATE HOLDINGS LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.