Echo Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Plymouth, MN. Its latest Form ADV filing, dated April 7, 2026, reports $288M in regulatory assets under management, 5 employees, and 763 accounts.
Assets Under Management
$288M
Employees
5
Offices
--
Total Clients
144
Primary office
PLYMOUTH, MN
3033 CAMPUS DRIVE, SUITE N145, PLYMOUTH, MN, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 53.5% of total clients.
Top client categories% of clientsClients
1
HNWI
53.5%
77
2
Individuals
46.5%
67
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
IRREVOCABLE TRUSTS<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$288Mas of April 7, 2026
Discretionary98.3%
$283M
98% of total RAUM98.3%
Non-discretionary1.7%
$5M
2% of total RAUM1.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$288M
Total Accounts763
10Y AUM Change+$187M (+185.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee29:1
10Y Employee Change+2 (+66.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.