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Echo Wealth Management, LLC

● SEC registered since 2020CRD 174136SEC# 801-117873Plymouth, MN
Export (members)
Reg. AUM
$245.2M
Employees
4
Accounts
645
Location
Plymouth, MN

Echo Wealth Management, LLC assets under management

Echo Wealth Management, LLC is an SEC-registered investment adviser based in Plymouth, MN. The firm has been registered since 2020. It reports $245.2 million in regulatory assets under management and employs 4 people.
www.echowm.comView on SEC.gov ↗

Echo Wealth Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Fang Echo Huang ControlFounder, President & Chief Compliance OfficerOver 75%2014
Jared August JohnsonMember, Associate Wealth Manager & Shareholder5-10%2022

Frequently asked questions

How much does Echo Wealth Management, LLC manage?

Echo Wealth Management, LLC reports $245.2 million in regulatory assets under management on its Form ADV.

How many employees does Echo Wealth Management, LLC have?

Echo Wealth Management, LLC reports 4 employees.

Where is Echo Wealth Management, LLC located?

Echo Wealth Management, LLC is based in Plymouth, MN and has been SEC-registered since 2020.

Does Echo Wealth Management, LLC disclose fund performance?

Echo Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3033 Campus Drive, Suite N145, Plymouth, MN 55441-2651
Phone763-432-7875
Office hours9:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK1846994
Discloses disciplinary historyNo

Assets under management

Discretionary$240.4M
Non-discretionary$4.8M
Total (RAUM)$245.2M