Echo Wealth Partners

Overview

Echo Wealth Partners is an independent, individual-owned registered investment adviser that focuses on wealth management for individuals and families. The firm acts as a capital allocator, combining financial planning with portfolio management and the selection of outside advisers when clients require specialized expertise. Its advisory services cover both personal and small-business clients and extend to managing portfolios for business or institutional entities. Investment activity shows a clear tilt toward equities, with a stated preference for exchange-traded equities as the primary vehicle. The firm charges in multiple ways — percentage of AUM, hourly fees, and fixed fees — allowing flexibility across client engagements. Echo Wealth Partners does not position itself as an active ESG investor and is not presented as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices