Adviser Profile

As of Date 03/30/2026
Registration SEC, Approved, 03/20/2026
Other registrations (2)
Former registrations

E & R WEALTH MANAGEMENT, LLC

ADV Location MOUNT PLEASANT, SC, United States
Contact Info (84 xxxxxxx
Websites
AUM* 104,796,418
of that, discretionary 104,796,418
Number of Employees 3
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 358,892
% High Net Worth 56.36%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

105M 90M 75M 60M 45M 30M 15M
2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees