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| Keyboard |
| Echo Wealth Management LLC
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|---|---|
| CRD # | 174136 |
| SEC # | 801-117873 |
| CIK # | 0001846994 |
| AUM | 288.2 M (2026-04-07) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 763-432-7875 |
| Address | 3033 Campus Drive Plymouth, MN 55441-2651 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 1.9 | ||
| Amazon Com Inc | 1.7 | ||
| General Mills Inc | 1.5 | ||
| Microsoft Corp | 0.8 | ||
| Aflac Inc | 0.8 | ||
| Honest Company Inc | 0.5 | ||
| UnitedHealth Group Inc | 0.4 | ||
| Uber Technologies Inc | 0.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 67 | 20.2 |
| (b) Individuals (high net worth individuals) | 77 | 260.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 3.9 |
| (n) Other | 0 | 3.4 |
| Total | 763 | 288.2 |
| By Discretionary | ||
| Discretionary | 744 | 283.4 |
| Non-Discretionary | 19 | 4.8 |
| Total | 763 | 288.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.1 | |
| United States Persons | 287.1 | |
| Total | 763 | 288.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001846994] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Gradient Advisors LLC
✚
|
MN | 289.3 M |
|
North Star Advisory Group LLC
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|
OH | 289.1 M |
|
Impactfolio LLC
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|
CO | 288.9 M |
|
Financial Guidance Group Inc
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288.4 M | |
|
Hesmer Wealth Management LLC
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|
288.4 M | |
|
Financial Independence LLC
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|
RI | 288.1 M |
|
Capital Cities Investments
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|
IN | 287.9 M |
|
Burkholder & Associates LLC
✚
|
DC | 287.4 M |
|
Martin Nelson & Co Inc
✚
|
WA | 287.3 M |
|
Valley Financial Group Inc
✚
|
PA | 287.2 M |