Echo Wealth Management, LLC
Firm details
- Headquarters
- Plymouth, Minnesota
- CRD number
- 174136
- Registered since
- January 3, 2020
- Website
- www.echowealthmanagement.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI90.21%
- Individuals7.02%
- Corporations / Businesses1.35%
- Other1.16%
- Pension & Profit Sharing Plans0.26%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Echo Wealth Management, LLC is an independent, individual-owned registered investment adviser that focuses on serving individual and family clients. The firm is SEC-registered (registered in 2020) and provides financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its typical fee arrangements combine a percentage-of-assets structure with fixed fees. Echo does not position itself as a capital allocator and is not identified as an active ESG investor or a multi-state adviser in the available materials.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds62%
- Exchange Traded Equities16%
- Other13%
- Private Funds5%
- Cash & Cash Equivalents2%
Contacts
1 of 1
Fang Huang
PartnerCRD 2979581
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 38Active vs passive
$200M in ETFs
12%
$24.8M
87%
$175M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AVANTIS CORE FIXED INCOME ETF (AVIG) | Avantis | Active | Intermediate Core Bond | $35.5M | 900,669 | 17.77% |
Location
Plymouth, MN
Hennepin
Location
Plymouth, MN
Headquartered in Plymouth, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Hennepin
- Address
- 3033 Campus Dr
- Time zone
- CT (UTC-6)
- Office locations
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