Eckman Wealth Management, LLC

Overview

Eckman Wealth Management, LLC operates as an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on financial planning and discretionary portfolio management for individuals, families and small businesses, and it also works with institutional clients. Fee arrangements combine a percentage-of-AUM model with fixed-fee engagements. Investment strategy centers on pooled public vehicles — mutual funds and other public funds serve as the core building blocks of client portfolios. Portfolios appear to be run on a discretionary basis with an emphasis on diversified, professionally managed fund exposures rather than concentrated individual-stock bets. The firm does not identify as an active ESG investor. It supplements core public-fund allocations with selected alternative exposures and insurance products to address income, diversification and liability-matching objectives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices