Hedge Fund Database

ECON WEALTH MANAGEMENT

ECON FINANCIAL SERVICES CORPORATION Legal Name

Adviser information for ECON WEALTH MANAGEMENT last updated from Form ADV on March 19th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location Pennsylvania, United States

Employees

Total Number of Employees 7
Investment Advisory/Research 4
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 4
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 683 $167.7M
Non-Discretionary 0 $0
Total 683 $167.7M

Clients

Type Number RAUM
Individuals 245 $78.5M
HNW Individuals 41 $89.2M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 6
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 101-250

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPension consulting services
Compensation % of AUM

Identifiers

SEC RIA File Number 801-104471
SEC ERA File Number 801-104471
SEC CIK Numbers 1659718
SEC CRD Numbers 226774
Legal Entity Identifier None

Principal Office

4755 LINGLESTOWN ROAD
SUITE 204
HARRISBURG
PA
United States
Monday - Friday, 9:00 AM - 4:00 PM
Tel: 717-545-5870, Fax: None

Websites

www.econwealth.com/ www.linkedin.com/company/econ-wealth-management-llc www.facebook.com/econwealthmanagementpa www.instagram.com/econwealthmanagement

Chief Compliance Officer

STEVE ECONOMOPOULOS
MANAGING MEMBER
4755 LINGLESTOWN ROAD
SUITE 204
HARRISBURG
PA
United States
Tel: 717-545-5870
(Full email address available in API data)

Regulatory Contact

BRIAN N. ZELLERS
DIRECTOR OF FINANCIAL PLANNING
4755 LINGLESTOWN ROAD
SUITE 204
HARRISBURG
PA
United States
Tel: 717-545-5870
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
ECONOMOPOULOS, STEVEN, RICHARD Individual – PRESIDENT/CCO 09/2015 > 75%

No. Employees, Historic

105020192020202120222023202420255 on 9/18/20195 on 10/7/20195 on 10/30/20195 on 11/18/20195 on 3/20/20205 on 6/18/20205 on 6/23/20206 on 3/12/20216 on 3/25/20216 on 6/22/20216 on 6/29/20216 on 8/31/202110 on 2/15/202210 on 3/17/20237 on 3/18/20247 on 3/19/2024

RAUM, Historic

200M100M02019202020212022202320242025112896342 on 9/18/2019112896342 on 10/7/2019112896342 on 10/30/2019112896342 on 11/18/2019117107706 on 3/20/2020117107706 on 6/18/2020117107706 on 6/23/2020136151287 on 3/12/2021136151287 on 3/25/2021136151287 on 6/22/2021136151287 on 6/29/2021136151287 on 8/31/2021153525218 on 2/15/2022149582772 on 3/17/2023167746290 on 3/18/2024167746290 on 3/19/2024

No. Clients, Historic

40020002019202020212022202320242025369 on 9/18/2019369 on 10/7/2019369 on 10/30/2019369 on 11/18/2019387 on 3/20/2020387 on 6/18/2020387 on 6/23/2020258 on 3/12/2021258 on 3/25/2021258 on 6/22/2021258 on 6/29/2021258 on 8/31/2021265 on 2/15/2022273 on 3/17/2023286 on 3/18/2024286 on 3/19/2024

Holdings

From latest 13F, filed August 12th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
3M CO COM 1M 12K –
AIRBNB INC COM CL A 518K 3K –
BEST BUY INC COM 860K 10K –
BLOOMIN BRANDS INC COM 908K 47K –
CHARTER COMMUNICATIONS INC N CL A 641K 2K –
CISCO SYS INC COM 1M 27K –
CLEVELAND-CLIFFS INC NEW COM 1M 75K –
DOW INC COM 1M 21K –
ERIE INDTY CO CL A 927K 3K –
EXTRA SPACE STORAGE INC COM 519K 3K –
FEDEX CORP COM 993K 3K –
FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 1M 23K –
FIRST TR EXCHANGE-TRADED FD FT VEST S&P 500 969K 19K –
FIRST TR EXCHANGE-TRADED FD MANAGD MUN ETF 2M 39K –
FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 992K 18K –
FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 367K 11K –
FIRST TR EXCHNG TRADED FD VI TCW UNCONSTRAI 3M 125K –
FIRST TR NAS100 EQ WEIGHTED SHS 568K 5K –
FIRSTENERGY CORP COM 636K 17K –
FLEXSHARES TR MORNSTAR UPSTR 4M 88K –
FULTON FINL CORP PA COM 651K 38K –
GILEAD SCIENCES INC COM 1M 18K –
HERSHEY CO COM 1M 7K –
HEWLETT PACKARD ENTERPRISE C COM 1M 51K –
HONEYWELL INTL INC COM 1M 6K –
HUBBELL INC COM 464K 1K –
INVESCO EXCH TRADED FD TR II NATL AMT MUNI 1M 55K –
INVESCO EXCH TRD SLF IDX FD RUSL 1000 DYNM 1M 28K –
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 1M 8K –
INVITATION HOMES INC COM 549K 15K –
ISHARES GOLD TR ISHARES NEW 2M 34K –
ISHARES SILVER TR ISHARES 2M 72K –
ISHARES TR 0-5YR HI YL CP 1M 26K –
ISHARES TR ISHS 1-5YR INVS 2M 30K –
ISHARES TR CORE MSCI EAFE 8M 112K –
ISHARES TR CORE S&P MCP ETF 4M 62K –
ISHARES TR CORE S&P SCP ETF 7M 67K –
ISHARES TR CORE US AGGBD ET 11M 115K –
ISHARES TR ISHARES BIOTECH 446K 3K –
ISHARES TR MSCI USA QLT FCT 2M 11K –
ISHARES TR CONV BD ETF 1M 14K –
J P MORGAN EXCHANGE TRADED F CORE PLUS BD ETF 5M 106K –
J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 1M 20K –
J P MORGAN EXCHANGE TRADED F INCOME ETF 2M 53K –
J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM 746K 13K –
J P MORGAN EXCHANGE TRADED F US QUALTY FCTR 3M 49K –
KIMBERLY-CLARK CORP COM 987K 7K –
KRAFT HEINZ CO COM 1M 38K –
L3HARRIS TECHNOLOGIES INC COM 765K 3K –
LULULEMON ATHLETICA INC COM 503K 2K –
M & T BK CORP COM 1M 9K –
NEWMONT CORP COM 482K 12K –
PAYPAL HLDGS INC COM 924K 16K –
PIMCO ETF TR ACTIVE BD ETF 2M 26K –
PIMCO ETF TR ENHAN SHRT MA AC 3M 29K –
PIMCO ETF TR INTER MUN BD ACT 3M 61K –
PIMCO ETF TR MUNI INCOME OPP 3M 68K –
PIMCO ETF TR INV GRD CRP BD 1M 16K –
PIMCO ETF TR MULTISECTOR BD 1M 39K –
PIMCO ETF TR ENHNCD LW DUR AC 628K 7K –
PNC FINL SVCS GROUP INC COM 250K 2K –
PPL CORP COM 1M 44K –
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 849K 32K –
SCHWAB STRATEGIC TR INT-TRM U.S TRES 1M 23K –
SCHWAB STRATEGIC TR INTL EQTY ETF 2M 41K –
SCHWAB STRATEGIC TR SHT TM US TRES 690K 14K –
SCHWAB STRATEGIC TR US AGGREGATE B 3M 57K –
SCHWAB STRATEGIC TR US BRD MKT ETF 838K 13K –
SCHWAB STRATEGIC TR US LRG CAP ETF 1M 23K –
SCHWAB STRATEGIC TR US MID-CAP ETF 2M 21K –
SCHWAB STRATEGIC TR US SML CAP ETF 1M 26K –
SCHWAB STRATEGIC TR US TIPS ETF 281K 5K –
SCHWAB STRATEGIC TR US LCAP GR ETF 551K 5K –
SCHWAB STRATEGIC TR US LCAP VA ETF 723K 10K –
SELECT SECTOR SPDR TR SBI CONS STPLS 1M 17K –
SELECT SECTOR SPDR TR SBI HEALTHCARE 5M 33K –
SELECT SECTOR SPDR TR RL EST SEL SEC 2M 44K –
SELECT SECTOR SPDR TR SBI INT-UTILS 3M 44K –
SELECT SECTOR SPDR TR SBI MATERIALS 2M 18K –
SPDR INDEX SHS FDS PORTFOLIO EMG MK 6M 161K –
SPDR S&P 500 ETF TR TR UNIT 207K 381 –
SPDR SER TR PORTFOLIO S&P500 3M 42K –
SPDR SER TR PORTFOLIO S&P600 2M 42K –
SPDR SER TR PORTFOLIO S&P400 941K 18K –
SPDR SER TR S&P REGL BKG 1M 25K –
STATE STR CORP COM 1M 15K –
UGI CORP NEW COM 882K 38K –
VANGUARD INDEX FDS VALUE ETF 2M 15K –
VANGUARD SCOTTSDALE FDS LG-TERM COR BD 6M 74K –
VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 1M 12K –
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 265K 3K –
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 1M 24K –
VERIZON COMMUNICATIONS INC COM 1M 35K –
WESTERN UN CO COM 682K 56K –