Echo Wealth Partners

RIAState Registered

Total AUM

$8.4M

Discretionary

$8.2M

97% of AUM

Avg account

$312K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Las Vegas, Nevada
CRD number: 324584
Website: www.echowealthpartners.com
Custodians: CHARLES SCHWAB & CO., INC., APEX CLEARING CORPORATION
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI93.05%
Individuals6.95%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Echo Wealth Partners operates as an independent RIA organized as an LLC with an individual owner. The firm serves individual and family clients and offers a mix of financial planning and portfolio management services for individuals, small businesses, and institutional/business clients. Echo Wealth Partners also provides selection-of-other-advisers services and acts as a capital allocator, directing client capital to third‑party managers and private placements. Its fee arrangements include a combination of percentage-of-AUM fees, hourly billing, and fixed fees. The firm lists an insurance company among its industry affiliations.