ECOS WEALTH ADVISORS

Overview

Ecos Wealth Advisors is a small, independent registered investment advisor operating as a limited liability company and owned by an individual. The firm serves both individual and family clients alongside some institutional relationships, and its service mix centers on financial planning, discretionary portfolio management for individuals and small businesses, pension consulting and published client communications. Fee arrangements combine asset-based fees and fixed-fee engagements. Investment activity is concentrated in pooled public funds, with mutual funds representing the dominant vehicle on client portfolios. At the same time Ecos Wealth Advisors incorporates external alternative exposure—notably private placements and real estate—into select client allocations and offers annuity solutions where suitable. The firm’s model emphasizes discretionary management (the large majority of AUM is discretionary), suggesting advisors take responsibility for portfolio implementation and ongoing rebalancing, while supplementing portfolios with strategy-level allocations to third‑party alternative managers when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices