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EHG WEALTH MANAGEMENT

· CRD 342819 · IAPD ↗ · 3176232007

$0Regulatory AUM
10Advisory reps
15Employees
0Clients
0Planning clients
0Private funds
8States
0Disclosures
wealthSegment
120-Day ApprovalSEC status

Filing changes

42
October 2026 — EHG WEALTH MANAGEMENT notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
71
October 2026 — EHG WEALTH MANAGEMENT grew from 4 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
95
August 2026 — EHG WEALTH MANAGEMENT (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 4 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.