← Tributary

ERBEN ASSOCIATES, LLC

AUSTIN, TX · CRD 148703 · IAPD ↗ · erbenassociates.com · 512-402-0250

$402.5MRegulatory AUM
10Advisory reps
10Employees
28Clients
26-50Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

74
April 2026 — ERBEN ASSOCIATES, LLC grew from 4 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
61
April 2024 — ERBEN ASSOCIATES, LLC reports 26-50 financial-planning clients, up from 11-25.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.