Erica Roach
ERK Wealth Advisors · Las Vegas, Nevada
Erica Roach is a fee-only financial advisor at ERK Wealth Advisors in Las Vegas, Nevada. ERK Wealth Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | ERK Wealth Advisors |
|---|---|
| Based in | Las Vegas, Nevada |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $5.6M across 37 accounts |
| SEC registration | Investment adviser representative in CA, NV · CRD 7148294 |
| Exams passed | Series 65 (2020) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Erica's firm compares
- ERK Wealth Advisors's average account is about $151,000, from its Form ADV (assets managed divided by 37 accounts).
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Questions about Erica
Is Erica Roach a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Erica holds no broker registration, and ERK Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Erica charge for financial advice?
Erica's firm, ERK Wealth Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Erica Roach based?
Erica Roach is based in Las Vegas, Nevada.
Is Erica Roach registered with the SEC?
Yes. Erica Roach is registered as an investment adviser representative in CA and NV (CRD 7148294), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does ERK Wealth Advisors manage?
ERK Wealth Advisors reports $5.6M across 37 accounts in assets under management.
How do I contact Erica Roach?
Contact details aren't on file yet. Search for ERK Wealth Advisors.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Las Vegas
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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