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ECHO WEALTH MANAGEMENT, LLC
CRD 174136 · SEC 801-117873
3033 CAMPUS DRIVE, SUITE N145, PLYMOUTH, MN, 55441-2651, United States
Phone
763-432-7875
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$288.2M
Discretionary AUM
$283.4M
Team
5 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-07
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 67 | $20.2M |
| High net worth individuals | 77 | $260.0M |
States served
MN, TX
All web addresses on file
Official SEC filing: View on IAPD