# ECF Wealth, Inc.

> ECF Wealth, Inc. is a state-registered investment advisory firm, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 24, 2026.

- CRD: 323808
- Filed as: ECF WEALTH, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: February 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/323808
- AdvisorCensus page: https://advisorcensus.com/firm/ecf-wealth-inc-323808

## Quick answers

**How is ECF Wealth, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), ECF Wealth, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is ECF Wealth, Inc. registered with the SEC or a state?**
ECF Wealth, Inc. is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 323808.

**How much does ECF Wealth, Inc. manage?**
ECF Wealth, Inc. reports $75,580,000 in regulatory assets under management in its Form ADV filing dated February 24, 2026 (100% discretionary).

**What types of clients does ECF Wealth, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (85); high net worth individuals (24).

**Does ECF Wealth, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/323808

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $75,580,000
- Discretionary: $75,580,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 85 | $19,069,347 |
| High net worth individuals | 24 | $56,505,181 |
| Charitable organizations | Fewer than 5 | $5,472 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, FL, MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ecfwealth.com
- LinkedIn @lawrenceweller1

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. ECF Wealth, Inc. (CRD 323808): Form ADV filing data as of October 2026.