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| Echo Wealth Management LLC
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| |
|---|---|
| CRD # | 174136 |
| SEC # | 801-117873 |
| CIK # | 0001846994 |
| AUM | $190.0 MM (2024-03-28) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 763-432-7875 |
| Address | 3033 Campus Drive Plymouth, MN 55441-2651 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 6.1 | |
| GIS | 42,311.4 | 4.0 | |
| SPEM | 2.3 | ||
| AMZN | 1,092,997.8 | 1.6 | |
| MSFT | 1,918,222.4 | 1.5 | |
| TSLA | 723,390.3 | 1.3 | |
| META | 434,852.0 | 0.5 | |
| JPM | 340,169.2 | 0.4 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 43 | 17.0 |
| (b) Individuals (high net worth individuals) | 64 | 169.5 |
| (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 | 2 | 0.4 |
| (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 | 1 | 3.1 |
| (n) Other | 0 | 0.0 |
| Total | 527 | 190.0 |
| By Discretionary | ||
| Discretionary | 509 | 185.4 |
| Non-Discretionary | 18 | 4.6 |
| Total | 527 | 190.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.8 | |
| United States Persons | 188.2 | |
| Total | 527 | 190.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001846994] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Sage Investment Advisers LLC
✚
|
NY | 0.2 |
|
Hemming& Wealth Management Inc
✚
|
MI | 0.2 |
|
Secured Retirement Advisors LLC
✚
|
MN | 0.2 |
|
XO Capital LLC
✚
|
CA | 0.2 |
|
Marest Capital LLC
✚
|
CA | 0.2 |
|
Values First Advisors Inc
✚
|
TN | 0.2 |
|
Wealthmd Corporation
✚
|
KY | 0.2 |
|
Western Pacific Wealth Management LP
✚
|
IL | 0.2 |
|
Atlantic Family Wealth LLC
✚
|
FL | 0.2 |
|
The Ehrlich Group LLC
✚
|
CA | 0.2 |