Echo45 Advisors LLC
Echo45 Advisors LLC is an SEC-registered wealth manager in Walnut Creek, CA with $227.4M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Echo45 Advisors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 307265, SEC 801-118109, data through 2026-06-18.
- AUM (assets under management / regulatory AUM)
- $227.4M (2026-06-18)
- Firm type
- Wealth Manager
- Location
- Walnut Creek, CA
- Employees
- 8
- Clients
- 201
- CRD
- 307265
- Ownership
- JON HENDERSON LIVING TRUST; CHEEKS, KEVIN, KENYATTA; REICHERT, DAVID, JAMES; LANGELL, AMY, MARIE; HENDERSON, JON, E
How much AUM does Echo45 Advisors LLC have?
Echo45 Advisors LLC reported $227.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-18).
Who owns Echo45 Advisors LLC?
Disclosed owners and executives of Echo45 Advisors LLC include JON HENDERSON LIVING TRUST, CHEEKS, KEVIN, KENYATTA, REICHERT, DAVID, JAMES, LANGELL, AMY, MARIE, HENDERSON, JON, E. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.