Ergawealth Advisors, Inc.
Ergawealth Advisors, Inc. is an independent investment advisory firm headquartered in Oak Brook, Illinois. Founded in Illinois, the firm provides unbiased, holistic wealth management services primarily to individual investors and their families. The team emphasizes consultative, goal-based planning and integrates all aspects of personal financial management, acting as a 'personal CFO' for clients. Ergawealth employs 7 staff members and delivers tailored financial advice using a 360° approach to help clients organize, plan, protect, and invest their wealth. The firm is registered with the SEC and has been filing 13F forms since 2022.
Investment Strategy
Ergawealth Advisors employs a consultative, holistic wealth management strategy focused on the unique goals and life stages of its clients. Investments are handled through a goal-based process that involves organizing, planning, protecting, and investing client assets. The firm specializes in proactive, ongoing guidance using efficient investment methods and emphasizes strong personal relationships. The portfolio reflects individual and high net wealth client needs, with holdings diversified across equities, ETFs, and strategic allocation reflecting contemporary market opportunities. Their approach anticipates challenges and adapts strategies as client needs evolve.
Top Holdings
Equity Positions (57)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CGGR | CAPITAL GROUP GROWTH ETF | 13.67% | $29.3M | 668,167 | $23.57 | $43.92 | +$3.5M |
F FTHI | FIRST TR EXCHANGE TRADED FD | 12.37% | $26.6M | 1,120,410 | $23.43 | $23.71 | +$18.1M |
C CGDV | CAPITAL GROUP DIVIDEND VALUE | 11.33% | $24.3M | 578,808 | $26.59 | $42.03 | +$1.9M |
R RDVY | FIRST TR EXCHANGE TRADED FD | 5.45% | $11.7M | 173,824 | $48.27 | $67.26 | -$5.3M |
F FTCS | FIRST TR EXCHANGE-TRADED FD | 5.30% | $11.4M | 121,518 | $74.97 | $93.64 | -$3.2M |