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ERA FINANCIAL ADVISORS

COVINA, CA · CRD 334404 · IAPD ↗ · 530-208-9249

$0Regulatory AUM
5Advisory reps
7Employees
0Clients
n/aPlanning clients
0Private funds
5States
0Disclosures
wealthSegment
120-Day ApprovalSEC status

Filing changes

95
January 2026 — ERA FINANCIAL ADVISORS (COVINA, CA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 5 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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