Ecos Wealth Advisors

Overview

Ecos Wealth Advisors is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as institutional clients, and bills primarily through a percentage-of-AUM model alongside some fixed-fee arrangements. Its stated advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and the publication of periodicals or newsletters. The firm does not identify as an active ESG investor. Ecos appears to operate as a boutique RIA rather than a capital allocator or multi-state advisor. It also lists an affiliation with an insurance company, which may influence product availability and distribution (for example, annuity use noted elsewhere in its filings).

Assets & Accounts

Public Holdings

Investments & Alternatives