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EHRLICH FINANCIAL GROUP

LAGUNA NIGUEL, CA · CRD 325595 · IAPD ↗ · ehrlichfg.com · 949-342-8852

$250.1MRegulatory AUM
4Advisory reps
5Employees
0Clients
101-250Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
February 2026 — EHRLICH FINANCIAL GROUP reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
67
February 2024 — EHRLICH FINANCIAL GROUP reports 51-100 financial-planning clients, up from 0.
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.