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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 10, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ROMMEL, LORA, J | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROMMEL, LORA, J | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROMMEL, LORA, J | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROMMEL, LORA, J | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROMMEL, LORA, J | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROMMEL, LORA, J | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROMMEL, LORA, J | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROMMEL, LORA, J | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROMMEL, LORA, J | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROMMEL, LORA, J | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROMMEL, LORA, J | I | CHIEF COMPLIANCE OFFICER | NA | |
| YASTE, TAELIM, HARRISON | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| EFG PRIVATE HOLDINGS LLC | DE | HOLDING COMPANY | E | Control |
| EFG PRIVATE HOLDINGS LLC | DE | HOLDING COMPANY | E | Control |
| EHRLICH, ANDREW, LEE | I | MANAGING MEMBER & PRESIDENT | E | Control |
| EHRLICH, ANDREW, LEE | I | MANAGING MEMBER & PRESIDENT | E | Control |
| EHRLICH, ANDREW, LEE | I | MANAGING MEMBER & PRESIDENT | E | Control |
| EHRLICH, ANDREW, LEE | I | MANAGING MEMBER & PRESIDENT | E | Control |
| EHRLICH, ANDREW, LEE | I | MANAGING MEMBER & PRESIDENT | E | Control |
| EHRLICH, ANDREW, LEE | I | MANAGING MEMBER & PRESIDENT | E | Control |
| EHRLICH, ANDREW, LEE | I | MANAGING MEMBER & PRESIDENT | E | Control |
| EHRLICH, ANDREW, LEE | I | MANAGING MEMBER & PRESIDENT | E | Control |
| EHRLICH, ANDREW, LEE | I | MANAGING MEMBER & PRESIDENT | E | Control |
| EHRLICH, ANDREW, LEE | I | MANAGING MEMBER & PRESIDENT | E | Control |
Registrations
Federal
IA
Dec 10, 2025 REGISTERED
Notice Filings (5)
AZ CA NE NH TX
Address
28202 CABOT ROADSUITE 425
LAGUNA NIGUEL, CA 92677
United States
Phone: 949-342-8852