Echo Wealth Management, LLC
● SEC registered since 2020CRD 174136SEC# 801-117873Plymouth, MN
Reg. AUM
$288.2M
Employees
5
Accounts
763
Location
Plymouth, MN
About Echo Wealth Management
Echo Wealth Management is presented within the Cerity Partners platform of wealth management and related advisory services. It offers investment, planning, tax, estate, and family office capabilities for individuals, families, and institutions.
Summary based on the firm’s website.
Echo Wealth Management, LLC assets under management
Echo Wealth Management, LLC is an SEC-registered investment adviser based in Plymouth, MN. The firm has been registered since 2020. It reports $288.2 million in regulatory assets under management and employs 5 people.
Echo Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Fang Echo Huang Control | Founder, President & Chief Compliance Officer | Over 75% | 2014 |
| Jared August Johnson | Member, Associate Wealth Manager & Shareholder | 5-10% | 2022 |
Frequently asked questions
How much does Echo Wealth Management, LLC manage?
Echo Wealth Management, LLC reports $288.2 million in regulatory assets under management on its Form ADV.
How many employees does Echo Wealth Management, LLC have?
Echo Wealth Management, LLC reports 5 employees.
Where is Echo Wealth Management, LLC located?
Echo Wealth Management, LLC is based in Plymouth, MN and has been SEC-registered since 2020.
Does Echo Wealth Management, LLC disclose fund performance?
Echo Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3033 Campus Drive, Suite N145, Plymouth, MN 55441-2651 |
| Phone | 763-432-7875 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1846994 |
| Discloses disciplinary history | No |
Regulatory AUM
$288.2M▲ 18%
Mar '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 63%
Larger than 37% of 16,369 advisers
EmployeesTop 62%
More than 38% of 16,804 advisers
Assets under management
$288.2Mregulatory AUM
Discretionary $283.4MNon-discretionary $4.8M