Hedge Fund Database

ECHO WEALTH MANAGEMENT, LLC

Adviser information for ECHO WEALTH MANAGEMENT, LLC last updated from Form ADV on March 28th, 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 Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Minnesota, United States

Employees

Total Number of Employees 3
Investment Advisory/Research 3
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 3
Licensed Agents of an Insurance Company 2
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 509 $185.4M
Non-Discretionary 18 $4.6M
Total 527 $190.0M

Clients

Type Number RAUM
Individuals 43 $17.0M
HNW Individuals 64 $169.5M
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 <5 $365,974
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 <5 $3.1M
Other 0 $0
Type Number
No. of Non-RAUM Clients 2
No. of Non-U.S. Clients 2
No. of Financial Planning Clients 51-100

Services

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

Identifiers

SEC RIA File Number 801-117873
SEC ERA File Number 801-117873
SEC CIK Numbers 1846994
SEC CRD Numbers 174136
Legal Entity Identifier None

Principal Office

3033 CAMPUS DRIVE
SUITE N145
PLYMOUTH
MN
United States
Monday - Friday, 9:00 AM - 5:00 PM
Tel: 763-432-7875, Fax: None

Websites

www.echowm.com/ www.echohuang.com/ twitter.com/echowmllc www.echowealthmanagement.com/ www.facebook.com/echowealthmanagement/ www.linkedin.com/company/echo-wealth-management-llc/

Chief Compliance Officer

FANG ECHO HUANG
FOUNDER, PRESIDENT
3033 CAMPUS DRIVE
SUITE N145
PLYMOUTH
MN
United States
Tel: 763-432-7875
(Full email address available in API data)

Regulatory Contact

JARED JOHNSON
MEMBER & ASSOCIATE WEALTH MANAGER
3033 CAMPUS DRIVE
SUITE N145
PLYMOUTH
MN
United States
Tel: 763-432-7875
(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
HUANG, FANG, ECHO Individual – FOUNDER, PRESIDENT & CHIEF COMPLIANCE OFFICER 12/2014 > 75%
JOHNSON, JARED, AUGUST Individual – MEMBER, ASSOCIATE WEALTH MANAGER & SHAREHOLDER 08/2022 5-10%

No. Employees, Historic

105020192020202120222023202420253 on 11/27/20193 on 3/13/20203 on 6/25/20203 on 6/30/20203 on 3/29/20213 on 3/29/20223 on 8/11/20223 on 3/29/20233 on 3/28/2024

RAUM, Historic

200M100M02019202020212022202320242025100856659 on 11/27/2019108616093 on 3/13/2020108616093 on 6/25/2020108616093 on 6/30/2020131152135 on 3/29/2021161995413 on 3/29/2022161995413 on 8/11/2022147790930 on 3/29/2023189960227 on 3/28/2024

No. Clients, Historic

2001000201920202021202220232024202575 on 11/27/201977 on 3/13/202077 on 6/25/202077 on 6/30/202080 on 3/29/202190 on 3/29/202290 on 8/11/2022101 on 3/29/2023110 on 3/28/2024

Holdings

From latest 13F, filed July 17th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ALPHABET INC CAP STK CL A 205K 1K –
AMAZON COM INC COM 2M 8K –
AMERICAN CENTY ETF TR US SML CP VALU 9M 102K –
AMERICAN CENTY ETF TR US EQT ETF 8M 93K –
AMERICAN CENTY ETF TR INTL EQT ETF 9M 146K –
AMERICAN CENTY ETF TR AVANTIS EMGMKT 6M 91K –
AMERICAN CENTY ETF TR US LARGE CAP VLU 9M 148K –
APPLE INC COM 6M 29K –
ARK ETF TR NEXT GNRTN INTER 248K 3K –
ECOLAB INC COM 292K 1K –
FIRST TR EXCHANGE-TRADED FD FT VEST RIS 9M 378K –
FIRST TR EXCHNG TRADED FD VI FT VEST U.S 237K 6K –
FIRST TR EXCHNG TRADED FD VI FT VEST U.S 280K 8K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 2M 41K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 419K 9K –
FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 290K 6K –
FIRST TR EXCHNG TRADED FD VI FT VEST FD OF BU 279K 10K –
FIRST TR EXCHNG TRADED FD VI VEST FUND OF DEP 309K 13K –
GENERAL MLS INC COM 4M 63K –
HONEST CO INC COM 224K 77K –
INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 634K 17K –
ISHARES TR 0-5 YR TIPS ETF 398K 4K –
ISHARES TR RUS 1000 VAL ETF 281K 2K –
ISHARES TR CORE DIV GRWTH 3M 44K –
J P MORGAN EXCHANGE TRADED F HEDGED EQUITY LA 3M 48K –
J P MORGAN EXCHANGE TRADED F ACTIVE GROWTH 3M 34K –
J P MORGAN EXCHANGE TRADED F INCOME ETF 16M 356K –
JPMORGAN CHASE & CO COM 449K 2K –
META PLATFORMS INC CL A 493K 978 –
MICROSOFT CORP COM 2M 3K –
NVIDIA CORPORATION COM 257K 2K –
PACER FDS TR US CASH COWS 100 8M 151K –
PROSHARES TR S&P 500 DV ARIST 350K 4K –
SPDR INDEX SHS FDS PORTFOLIO EMG MK 2M 61K –
SPDR SER TR PRTFLO S&P500 GW 5M 63K –
SPDR SER TR PORTFOLI S&P1500 2M 23K –
SPDR SER TR PORTFOLIO SHORT 2M 51K –
TESLA INC COM 1M 6K –
VANGUARD BD INDEX FDS INTERMED TERM 8M 105K –
VANGUARD INDEX FDS TOTAL STK MKT 2M 6K –
VANGUARD INDEX FDS MID CAP ETF 412K 2K –
VANGUARD SCOTTSDALE FDS LG-TERM COR BD 3M 34K –
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 3M 65K –
VANGUARD WORLD FD MEGA GRWTH IND 2M 6K –
WELLTOWER INC COM 209K 2K –