Eckman Wealth Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 159934
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals99.95%
- Charitable Organizations0.05%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Eckman Wealth Management, LLC is an independent registered investment adviser organized as a limited liability company with individual ownership. The firm serves both individual and family clients as well as institutional relationships, offering financial planning and portfolio management specifically geared toward individuals and small businesses. Its fee model includes both percentage-of-AUM fees and fixed-fee arrangements. Eckman does not identify as an active ESG investor and is not classified as a multi-state adviser in the dataset provided.
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 Funds59%
- US Government Bonds28%
- Exchange Traded Equities10%
- Cash & Cash Equivalents3%
Contacts
3 of 5
Daryl Eckman
Founder & PresidentCRD 1614453
Kristofer Venezia
Vice President, InvestmentsCRD 7087672
Clinton Carpenter
Managing DirectorCRD 6612456
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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