Econ Wealth Management
Econ Wealth Management is an SEC-registered mass-market adviser in Harrisburg, PA with $232.1M assets under management (AUM, regulatory AUM), +20% over one year. See who owns Econ Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 226774, SEC 801-104471, data through 2026-03-10.
- AUM (assets under management / regulatory AUM)
- $232.1M (2026-03-10)
- Firm type
- Mass-Market Adviser
- Location
- Harrisburg, PA
- Employees
- 7
- Clients
- 337
- CRD
- 226774
- Ownership
- DOMER, CHARLES, DANIEL; ECONOMOPOULOS, STEVEN, RICHARD; SANDERS, BRADLEY, JOEL; ZGRAJEWICZ, EMILIE, S; ZGRAJEWICZ, EMILIE, SWAYZE
How much AUM does Econ Wealth Management have?
Econ Wealth Management reported $232.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-10).
Who owns Econ Wealth Management?
Disclosed owners and executives of Econ Wealth Management include DOMER, CHARLES, DANIEL, ECONOMOPOULOS, STEVEN, RICHARD, SANDERS, BRADLEY, JOEL, ZGRAJEWICZ, EMILIE, S, ZGRAJEWICZ, EMILIE, SWAYZE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.