Echo45 Advisors LLC
● SEC registered since 2020CRD 307265SEC# 801-118109Walnut Creek, CA
Reg. AUM
$227.4M
Employees
8
Accounts
599
Location
Walnut Creek, CA
Echo45 Advisors LLC assets under management
Echo45 Advisors LLC is an investment advisory firm registered with the SEC based in Walnut Creek, CA. The firm has been registered since 2020. It reports $227.4 million in regulatory assets under management and employs 8 people.
Echo45 Advisors LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David James Reichert | Chief Compliance Officer | Under 5% | 2024 |
| Jon E Henderson Control | Founder And Chief Investment Officer | Under 5% | 2020 |
| Jon Henderson Living Trust Control | Managing Member | Over 75% | 2020 |
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Join to unlock · $37/moFrequently asked questions
How much does Echo45 Advisors LLC manage?
Echo45 Advisors LLC reports $227.4 million in regulatory assets under management on its Form ADV.
How many employees does Echo45 Advisors LLC have?
Echo45 Advisors LLC reports 8 employees.
Where is Echo45 Advisors LLC located?
Echo45 Advisors LLC is based in Walnut Creek, CA and has been SEC-registered since 2020.
Does Echo45 Advisors LLC disclose fund performance?
Echo45 Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1802 Tice Valley Blvd, Walnut Creek, CA 94595 |
| Phone | 877-432-4645 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1908617 |
| Discloses disciplinary history | No |
Regulatory AUM
$227.4M▲ 36%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 71%
Larger than 29% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$227.4Mregulatory AUM
Discretionary $222.9MNon-discretionary $4.5M