ECHO WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$288,189,706
Discretionary
$283,388,357
Non-discretionary
$4,801,349
Firm details
- CRD number
- 174136
- SEC file number
- 801-117873
- Main office
- PLYMOUTH, MN, United States
- Employees
- 5
- SEC status
- Approved
- Website
- http://www.echowm.com/
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.