# Echelon Virtual Family Office, LLC

> Echelon Virtual Family Office, LLC is a state-registered investment advisory firm in Sarasota, FL, registered since 2020, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 5, 2026.

- CRD: 307166
- Filed as: ECHELON VIRTUAL FAMILY OFFICE, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Sarasota, FL
- Filing period: October 2026
- Form ADV filing dated: February 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/307166
- AdvisorCensus page: https://advisorcensus.com/firm/echelon-virtual-family-office-llc-sarasota-fl-307166

## Quick answers

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

**Where is Echelon Virtual Family Office, LLC located?**
Echelon Virtual Family Office, LLC's principal office is in Sarasota, FL, according to its Form ADV.

**Is Echelon Virtual Family Office, LLC registered with the SEC or a state?**
Echelon Virtual Family Office, LLC is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 307166.

**How much does Echelon Virtual Family Office, LLC manage?**
Echelon Virtual Family Office, LLC reports $23,833,125 in regulatory assets under management in its Form ADV filing dated February 5, 2026 (100% discretionary).

**What types of clients does Echelon Virtual Family Office, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (21); individuals (other than high net worth individuals) (12).

**Does Echelon Virtual Family Office, LLC 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/307166

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $23,833,125
- Discretionary: $23,833,125
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 12 | $6,964,788 |
| High net worth individuals | 21 | $16,868,337 |

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

### Firm details
- Registered since: 2020 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NJ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- echelonoffice.com
- retirementsuite.com
- LinkedIn @virtualfamilyoffice
- YouTube @UCUI8uNjAI_cj73U7xQPk3eQ

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Echelon Virtual Family Office, LLC (CRD 307166): Form ADV filing data as of October 2026.