ECON WEALTH MANAGEMENT

Overview

Econ Wealth Management is an independent registered investment adviser focused on individual and family clients, operating under an individual-owner structure since its SEC registration in 2015. The firm manages portfolios primarily on a percentage-of-AUM fee basis and advertises services that include financial planning, portfolio management for individuals and small businesses, and pension consulting. It is not positioned as a capital allocator; instead, it leans on liquid, tradable instruments and external managers where needed. Investment behavior shows a clear preference for exchange-traded instruments. The firm is not an active ESG investor, maintains a single-state footprint, and keeps its custody relationship concentrated with one primary custodian. Its suite of services and product choices indicate a model built around scalable portfolio management for a modest number of higher-net-worth households rather than institutional or multi-state distribution.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices