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ECHELON VIRTUAL FAMILY OFFICE, LLC
CRD 307166
1990 MAIN STREET, SUITE 750, SARASOTA, FL, 34236, United States
Phone
(888) 892-9882
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$23.8M
Discretionary AUM
$23.8M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 12 | $7.0M |
| High net worth individuals | 21 | $16.9M |
All web addresses on file
Official SEC filing: View on IAPD