Erika L. Devlin

WEALTH MANAGEMENT ADVISORS RIA

Highlands Ranch, CO

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CRD#: 7213833

Professional summary

Erika Lee Devlin, who also goes by Erika Lee Anderson, is a registered financial advisor currently at WEALTH MANAGEMENT ADVISORS RIA, INC. located in Highlands Ranch, Colorado.

Erika is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Erika has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Erika Lee Anderson

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Erika Lee Devlin's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

February 6, 2026 - Present

WEALTH MANAGEMENT ADVISORS RIA, INC.

RIA

CRD#: 309694

Highlands Ranch, CO

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Colorado
(2/6/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/16/2026

Uniform Investment Adviser Law Examination

Current Firm

WEALTH MANAGEMENT ADVISORS RIA, INC.

CRD#: 309694 / SEC#:

California

Registered Investment Advisory firm - (7/22/2022 Approved)

Colorado

Registered Investment Advisory firm - (7/31/2020 Approved)

Louisiana

Registered Investment Advisory firm - (2/6/2023 Approved)

New Mexico

Registered Investment Advisory firm - (12/31/2023 Terminated)

Texas

Registered Investment Advisory firm - (7/7/2022 Approved)

Washington

Registered Investment Advisory firm - (12/31/2023 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

617 Main St., Windsor, CO 80550

Mailing Address

Phone number

(970) 475-1753

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	151
AUM (Assets Under Management)	$ 115,171,957

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Erika L. Devlin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Erika Lee Devlin's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEALTH MANAGEMENT ADVISORS RIA, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 1/16/2026

Current Firm

WEALTH MANAGEMENT ADVISORS RIA, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WEALTH MANAGEMENT ADVISORS RIA, INC.

TRUST BUT VERIFY

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