ECHELON PRIVATE WEALTH LLC

Overview

Echelon Private Wealth LLC is an independent, individually owned registered investment adviser organized as an LLC that focuses on serving individuals and families. Its advisory work centers on financial planning and portfolio management for individual and small-business clients; the firm also operates as an insurance broker. Fee arrangements include a percentage-of-AUM fee, hourly billing and the ability to charge performance-based fees. The adviser does not identify as an active ESG investor and does not appear to operate as a multi-state or pension consultant adviser. It is not positioned as a capital allocator to third-party managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices