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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Echo Wealth Management LLC
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| CRD # | 174136 |
| SEC # | 801-117873 |
| CIK # | 0001846994 |
| AUM | $245.2 M (2025-05-21) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 763-432-7875 |
| Address | 3033 Campus Drive Plymouth, MN 55441-2651 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 4.9 | ||
| Global MOFY Metaverse Ltd | 2.6 | ||
| Amazon Com Inc | 2.0 | ||
| General Mills Inc | 1.6 | ||
| Microsoft Corp | 1.6 | ||
| Aflac Inc | 0.7 | ||
| Honest Company Inc | 0.7 | ||
| UnitedHealth Group Inc | 0.7 | ||
| Uber Technologies Inc | 0.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 59 | 39.1 |
| (b) Individuals (high net worth individuals) | 63 | 202.2 |
| (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 | 0.5 |
| (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 | 3.4 |
| (n) Other | 0 | 0.0 |
| Total | 645 | 245.2 |
| By Discretionary | ||
| Discretionary | 626 | 240.4 |
| Non-Discretionary | 19 | 4.8 |
| Total | 645 | 245.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.1 | |
| United States Persons | 243.1 | |
| Total | 645 | 245.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001846994] |
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|---|---|---|
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KY | 0.2 |
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PA | 0.2 |
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0.2 | |
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0.2 | |
|
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CA | 0.2 |
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HMM Group LLC
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CA | 0.2 |