This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

mixed wealth managerderivedprivate_client_share=0.31 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=9.0

Regulatory AUM

$402MItem 5.F on the latest filing (2026-03-25); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$402M

Private client RAUM

$125MderivedItem 5.D individuals plus high net worth individuals

Private client share

31%derivedprivate client RAUM over total RAUM

Advisors on IAPD

8

RAUM per advisor

$50.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

10

Advisory employees

10

Offices

0Schedule D 1.F, beyond the principal office

Accounts

957

Individual clients

21

High net worth clients

52

SEC number

801-114578

CRD

148703

Filings on the tape

21

First filed

Dec 14, 2018

Latest filed

Mar 25, 2026

Organised

Limited Liability Company, TX

Website

erbenassociates.com

• Occurred

  May 6, 2026
  Advisor changed firm

  Noah Barry Remmert left Erben Associates, Llc for Fieldstone Advisory Llc (registered 2026-09-10)

  Form ADVobserved 3 days ago
• Occurred

  Dec 14, 2018
  First Form ADV filing

  Erben Associates, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:2a0cb8f2-dc3e-06ae-b59e-86c297e4d989

First observed

Dec 14, 2018

Last observed

Mar 25, 2026 5 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.