ECHELON PARTNERS X MANAGEMENT LLC

Exempt Reporting AdvisorFINRA MemberEst. 2026
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
SHERIDAN, Wyoming
CRD number
342143
Registered since
April 17, 2026

Firm profile

FINTRX

Overview

Echelon Partners X Management LLC is organized as a limited liability company and is registered with the SEC in 2026. The firm is identified as both a domestic entity and an individual owner type and is classified in the source data as unclassified. It is not flagged as a capital allocator, does not self-identify as an active ESG investor, and is not noted as a multi-state adviser, pension consultant, or related adviser. Reported business activity highlights roles as an investment adviser/sponsor and as a general partner/managing member of pooled investment vehicles.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Zachary Petersen

    CRD 8255945

  • Jay Kirsch

    CRD 8255944

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

SHERIDAN, WY

SHERIDAN

Location

SHERIDAN, WY

Headquartered in SHERIDAN, WY, in the West of the United States.

Region
West
County
SHERIDAN
Address
30 N Gould St
Time zone
MT (UTC-7)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth