Econ Wealth Management is an SEC registered investment adviser organized as a corporation with a primary office location in Harrisburg, PA. Its latest Form ADV filing, dated March 10, 2026, reports $232M in regulatory assets under management, 7 employees, 1 office, and 869 accounts.
Assets Under Management
$232M
Employees
7
Offices
1 office
Total Clients
337
Primary office
HARRISBURG, PA
4755 LINGLESTOWN ROAD, SUITE 204, HARRISBURG, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 86.1% of total clients.
Top client categories% of clientsClients
1
Individuals
86.1%
290
2
HNWI
13.9%
47
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$232Mas of March 10, 2026
Discretionary100.0%
$232M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$232M
Total Accounts869
10Y AUM Change+$107M (+85.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee48:1
10Y Employee Change0 (0.0%)
* 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.