THE EHRLICH GROUP LLC
Legal name: EHRLICH FINANCIAL GROUP
CRD #325595 SEC #801-128007 LAGUNA NIGUEL, CA 949-342-8852
SEC Registered
Total AUM
$225.8M
Discretionary
$225.8M
Employees
5
Clients
51
Accounts
778
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $225.8M | $225.8M | $0 | 5 | 0 |
| Jun 2025 | $225.8M | $225.8M | $0 | 6 | 0 |
| Jan 2025 | $225.8M | $225.8M | $0 | 6 | 0 |
| Sep 2024 | $189.3M | $189.3M | $0 | 5 | 0 |
| Feb 2024 | $189.3M | $189.3M | $0 | 5 | 0 |
| Feb 2024 | $189.3M | $189.3M | $0 | 5 | 0 |
| Dec 2023 | $168.2M | $168.2M | $0 | 5 | 0 |
| Aug 2023 | $168.2M | $168.2M | $0 | 5 | 0 |
| May 2023 | $0 | $0 | $0 | 5 | 0 |
| May 2023 | $0 | $0 | $0 | 5 | 0 |
| Apr 2023 | $0 | $0 | $0 | 5 | 0 |
DateDec 2025
Total AUM$225.8M
Discretionary$225.8M
Non-Disc.$0
Employees5
Clients0
DateJun 2025
Total AUM$225.8M
Discretionary$225.8M
Non-Disc.$0
Employees6
Clients0
DateJan 2025
Total AUM$225.8M
Discretionary$225.8M
Non-Disc.$0
Employees6
Clients0
DateSep 2024
Total AUM$189.3M
Discretionary$189.3M
Non-Disc.$0
Employees5
Clients0
DateFeb 2024
Total AUM$189.3M
Discretionary$189.3M
Non-Disc.$0
Employees5
Clients0
DateFeb 2024
Total AUM$189.3M
Discretionary$189.3M
Non-Disc.$0
Employees5
Clients0
DateDec 2023
Total AUM$168.2M
Discretionary$168.2M
Non-Disc.$0
Employees5
Clients0
DateAug 2023
Total AUM$168.2M
Discretionary$168.2M
Non-Disc.$0
Employees5
Clients0
DateMay 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateMay 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateApr 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0