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ECHO WEALTH PARTNERS
ECHO WEALTH PARTNERS LLC
CRD 324584
8930 W. SUNSET ROAD, SUITE 390, LAS VEGAS, NV, 89148, United States
Phone
(702) 992-3889
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$8.4M
Discretionary AUM
$8.2M
Team
1 total employees; 1 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersON-GOING STRATEGIC MANAGEMENT AND ADVICE, SPECIAL NEEDS PLANNING, ESTATE PLANNING, CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1 | $584K |
| High net worth individuals | 8 | $7.8M |
All web addresses on file
Official SEC filing: View on IAPD