Erben Associates, LLC

Erben Associates, LLC (CRD# 148703) is a financial advisory firm headquartered in Austin, TX. They serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

GA, TX

Financial Advisors at Erben Associates, LLC
Showing 1 - 5 of 5 top financial advisors.
1
James B. Erben
CRD#: 2284879
300 Beardsley Lane, Bldg. D, Suite 200, Austin, TX 78746
93
Wealthminder
score

James Erben (CRD# 2284879) is an Investment Advisor Representative working at Erben Associates, LLC in Austin, TX and has over 24 years of experience in the finance industry.

2
Mark J. McAdams
CRD#: 4511531
300 Beardsley Lane, Bldg. D, Suite 200, Austin, TX 78746
93
Wealthminder
score

Mark McAdams (CRD# 4511531) is an Investment Advisor Representative working at Erben Associates, LLC in Austin, TX and has over 15 years of experience in the finance industry.

3
Kelly A. Wright
CRD#: 5080031
300 Beardsley Lane, Bldg. D, Suite 200, Austin, TX 78746
93
Wealthminder
score

Kelly Wright (CRD# 5080031) is an Investment Advisor Representative working at Erben Associates, LLC in Austin, TX and has over 7 years of experience in the finance industry.

4
Brittany K. Martin
CRD#: 6134676
300 Beardsley Lane, Bldg. D, Suite 200, Austin, TX 78746
90
Wealthminder
score

Brittany Martin (CRD# 6134676) is an Investment Advisor Representative working at Erben Associates, LLC in Austin, TX and has over 4 years of experience in the finance industry.

5
Barbara N. Erben
CRD#: 6035733
300 Beardsley Lane, Bldg. D, Suite 200, Austin, TX 78746
88
Wealthminder
score

Barbara Erben (CRD# 6035733) is an Investment Advisor Representative working at Erben Associates, LLC in Austin, TX and has over 3 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.