Echo Wealth Management, LLC

RIASEC RegisteredEst. 2020
Total AUM
$288M
Discretionary
$283M
98% of AUM
Avg account
$378K
Accounts
763
Employees
5
Advisory reps
4

Firm details

Headquarters
Plymouth, Minnesota
CRD number
174136
Registered since
January 3, 2020
Website
www.echowealthmanagement.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI90.21%
  • Individuals7.02%
  • Corporations / Businesses1.35%
  • Other1.16%
  • Pension & Profit Sharing Plans0.26%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Echo Wealth Management, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2020. The firm is individually owned and concentrates on serving individual and family clients. Its stated advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements combine percentage-of-assets and fixed-fee engagements. The firm does not identify as an active ESG investor or a multi-state adviser in the source data.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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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

Asset composition

Asset composition: Public Funds/Mutual Funds 62%, Exchange Traded Equities 16%, Other 13%, Private Funds 5%, Cash & Cash Equivalents 2%, Non-Exchange Traded Equities 1%, Derivatives 1%62%
  • Public Funds/Mutual Funds62%
  • Exchange Traded Equities16%
  • Other13%
  • Private Funds5%
  • Cash & Cash Equivalents2%

Contacts

3 of 4
  • Syleste Arroyo

    Syleste Arroyo

    Associate Wealth ManagerCRD 8144112

  • Fang Huang

    Fang Huang

    President & FounderCRD 2979581

  • Jared Johnson

    Jared Johnson

    Associate Wealth ManagerCRD 7513994

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 36

Active vs passive

$191M in ETFs

Passive

12%

$23.7M

Active

88%

$168M

ETFProviderStyleCategoryValueShares% of portfolio
AVANTIS CORE FIXED INCOME ETF (AVIG)AvantisActiveIntermediate Core Bond$34.3M828,46017.92%
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Location

Primary office

Plymouth, MN

Hennepin

Location

Plymouth, MN

Headquartered in Plymouth, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
Hennepin
Address
3033 Campus Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth