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ERICKSON FINANCIAL GROUP, LLC

ALLENTOWN, PA · CRD 299818 · IAPD ↗ · (484) 209-5270

$198.9MRegulatory AUM
3Advisory reps
6Employees
0Clients
1-10Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
March 2026 — ERICKSON FINANCIAL GROUP, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
60
April 2024 — ERICKSON FINANCIAL GROUP, LLC reported RAUM up 29% ($113.9M -> $146.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
April 2024 — ERICKSON FINANCIAL GROUP, LLC now reports custody of client assets ($8.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

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