Echo Wealth Management, LLC
Echo Wealth Management, LLC is an SEC-registered wealth manager in Plymouth, MN with $288.2M assets under management (AUM, regulatory AUM), +18% over one year. See who owns Echo Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 174136, SEC 801-117873, data through 2026-04-07.
- AUM (assets under management / regulatory AUM)
- $288.2M (2026-04-07)
- Firm type
- Wealth Manager
- Location
- Plymouth, MN
- Employees
- 5
- Clients
- 144
- CRD
- 174136
- Ownership
- HUANG, FANG, ECHO; JOHNSON, JARED, AUGUST
How much AUM does Echo Wealth Management, LLC have?
Echo Wealth Management, LLC reported $288.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-07).
Who owns Echo Wealth Management, LLC?
Disclosed owners and executives of Echo Wealth Management, LLC include HUANG, FANG, ECHO, JOHNSON, JARED, AUGUST. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.