WALNUT CREEK, CACRD 307265Latest ADV March 13, 2026
Echo45 Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Walnut Creek, CA. Its latest Form ADV filing, dated March 13, 2026, reports $227M in regulatory assets under management, 8 employees, and 599 accounts.
Assets Under Management
$227M
Employees
8
Offices
--
Total Clients
201
Primary office
WALNUT CREEK, CA
1802 TICE VALLEY BLVD, WALNUT CREEK, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 69.2% of total clients.
Top client categories% of clientsClients
1
Individuals
69.2%
139
2
HNWI
30.8%
62
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$227Mas of March 13, 2026
Discretionary98.0%
$223M
98% of total RAUM98.0%
Non-discretionary2.0%
$4M
2% of total RAUM2.0%
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$227M
Total Accounts599
10Y AUM Change+$227M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee25:1
10Y Employee Change+5 (+166.7%)
* 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.