ECHELON VIRTUAL FAMILY OFFICE, LLC

Overview

Echelon Virtual Family Office, LLC operates as an independent registered investment adviser that positions itself as a virtual family office and capital allocator for individual and family clients. The firm combines financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Its business model mixes percentage-of-AUM billing with fixed fees and is focused on discretionary portfolio management. Filing data show a clear equity preference: the firm concentrates the majority of client assets in exchange‑listed equities, and it also acts as an allocator to external managers—most notably in real estate. The firm is not flagged as an active ESG investor and is structured to serve a domestic client base rather than a multi‑state advisory footprint. The “virtual” label implies a technology‑enabled operating model with limited physical footprint and emphasis on outsourced custody and third‑party manager relationships.

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