Dale K. Ehrhart, Inc.
Dale K. Ehrhart, Inc. is an SEC-registered wealth manager in Venice, FL with $648.8M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Dale K. Ehrhart, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 35971, SEC 801-13542, data through 2026-03-29.
- AUM (assets under management / regulatory AUM)
- $648.8M (2026-03-29)
- Firm type
- Wealth Manager
- Location
- Venice, FL
- Employees
- 6
- Clients
- 139
- CRD
- 35971
- Ownership
- TRAMMELL, NANCY JEAN; SANDERS, BYRON ANTHONY; KEYSER, ROBERT CALDWELL; HARTLEY, MICHAEL WARREN; MOORE, JAMES HENRY
How much AUM does Dale K. Ehrhart, Inc. have?
Dale K. Ehrhart, Inc. reported $648.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-29).
Who owns Dale K. Ehrhart, Inc.?
Disclosed owners and executives of Dale K. Ehrhart, Inc. include TRAMMELL, NANCY JEAN, SANDERS, BYRON ANTHONY, KEYSER, ROBERT CALDWELL, HARTLEY, MICHAEL WARREN, MOORE, JAMES HENRY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.