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ECHELON PRIVATE WEALTH LLC
CRD 312446
10105 E VIA LINDA, STE 103 PMB 568, SCOTTSDALE, AZ, 85258-5346, United States
Phone
602-319-4735
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$20.5M
Discretionary AUM
$20.5M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-05-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)ASSET ALLOCATION SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 35 | $20.5M |
All web addresses on file
Official SEC filing: View on IAPD