Econ Wealth Management
Firm details
- Headquarters
- Harrisburg, Pennsylvania
- CRD number
- 226774
- Registered since
- July 24, 2015
- Website
- www.econwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI50.35%
- Individuals48.58%
- Charitable Organizations1.07%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Econ Wealth Management is an independent, SEC-registered registered investment adviser that began filing in 2015 and is owned by an individual. The firm serves individual and family clients on a percentage-of-AUM fee model, emphasizing financial planning, portfolio management for individuals and small businesses, and pension consulting services. It does not identify as an active ESG investor or a multi-state adviser, and it does not operate as a capital allocator.
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
- Exchange Traded Equities92%
- Cash & Cash Equivalents6%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
1 of 1
Steven Economopoulos
Chief Investment StrategistCRD 3066139
Contacts
3 of 3Jacob Artz
Investment Adviser RepresentativeCRD 6966343
Brian Zellers
Director of Financial PlanningCRD 7227882
Ryan Troup
Director of OperationsCRD 7513986
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 48Active vs passive
$192M in ETFs
75%
$144M
22%
$48.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN CORE PLUS BOND ETF (JCPB) | JP Morgan | Active | Intermediate Core Plus Bond | $13.4M | 286,248 | 6.99% |
Location
Harrisburg, PA
Dauphin
Location
Harrisburg, PA
Headquartered in Harrisburg, PA, anchoring the Harrisburg-York-Lebanon, PA metro in the Northeast.
- Metro area
- Harrisburg-York-Lebanon, PA
- Region
- Northeast
- County
- Dauphin
- Address
- 4755 Linglestown Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Taylor Securities Services, Inc.
RIAHarrisburg, PA
Enhancing Capital LLC
RIAHarrisburg, PA
Grandview Asset Management LLC
RIAHarrisburg, PA
Fischer Financial Services Inc
RIAHarrisburg, PA
Sevenbridge Financial Group, LLC
RIAHarrisburg, PA
Retirement Collaborative LLC
RIAHarrisburg, PA