Econ Wealth Management
Firm details
- Headquarters
- Harrisburg, Pennsylvania
- CRD number
- 226774
- Registered since
- July 24, 2015
- Website
- www.econwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI50.35%
- Individuals48.58%
- Charitable Organizations1.07%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Econ Wealth Management is an independent registered investment adviser that registered with the SEC in 2015. The firm is individually owned and focuses on serving individuals and family clients under a percentage-of-assets fee model. Its advisory services emphasize financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting. The firm does not position itself as an ESG investor and reports using a mix of pooled and separately managed vehicles to implement client portfolios.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities92%
- Cash & Cash Equivalents6%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
1 of 1
Steven Economopoulos
Chief Investment StrategistCRD 3066139
Contacts
3 of 3
Brian Zellers
Director of Financial PlanningCRD 7227882
Ryan Troup
Director of OperationsCRD 7513986
Jacob Artz
Director of Investment ManagementCRD 6966343
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 69Active vs passive
$189M in ETFs
60%
$113M
33%
$76.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN CORE PLUS BOND ETF (JCPB) | JP Morgan | Active | Intermediate Core Plus Bond | $14.1M | 315,729 | 7.48% |
Location
Harrisburg, PA
Dauphin
Location
Harrisburg, PA
Headquartered in Harrisburg, PA, anchoring the Harrisburg-York-Lebanon, PA metro in the Northeast.
- Metro area
- Harrisburg-York-Lebanon, PA
- Region
- Northeast
- County
- Dauphin
- Address
- 4755 Linglestown Rd
- Time zone
- ET (UTC-5)
- Office locations
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