# THE EHRLICH GROUP LLC

THE EHRLICH GROUP LLC of LAGUNA NIGUEL, CA is an SEC-registered investment adviser.

## Registration

- CRD: 325595
- Type: SEC-registered investment adviser
- SEC file number: 801-128007
- Location: 28202 CABOT ROAD, SUITE 425, LAGUNA NIGUEL, CA, 92677
- Phone: 949-342-8852
- Latest filing: 2026-01-28
- Regulatory AUM: $250.1M
- Discretionary AUM: $250.1M
- Clients: 5
- Accounts: 682

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Lora J Rommel | CHIEF COMPLIANCE OFFICER | — |
| Andrew Lee Ehrlich | MANAGING MEMBER & PRESIDENT | — |
| YASTE TAELIM HARRISON | CHIEF COMPLIANCE OFFICER | — |
| ROMMEL LORA J | CHIEF COMPLIANCE OFFICER | — |
| EHRLICH ANDREW LEE | MANAGING MEMBER & PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/325595/brochure
- Similar advisers: https://search.stillhousedata.com/firm/325595/similar
- Related entities: https://search.stillhousedata.com/firm/325595/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/325595

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.