ECHO WEALTH MANAGEMENT, LLC

Overview

Echo Wealth Management, LLC is an independent, owner-operated registered investment adviser that focuses on private clients and families. The firm delivers financial planning, discretionary portfolio management for individuals and small businesses, and some pension consulting work, charging either a percentage of assets under management or fixed advisory fees. Its investment approach emphasizes liquid public funds—primarily ETFs and mutual funds—rather than direct alternative-manager allocations, and it does not present itself as an ESG-focused manager. Most client relationships are managed on a discretionary basis, with a small portion of assets left non-discretionary. Echo Wealth’s portfolio construction favors broadly accessible, fee-efficient instruments for core allocations while layering in client-specific solutions where appropriate (for example, annuity wrappers or bespoke mutual-fund selections). The adviser appears to position itself as a hands-on wealth manager for individual and family clients rather than a capital allocator to external private funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices