# Echo Wealth Management, LLC

> Echo Wealth Management, LLC is an SEC-registered investment advisory firm in Plymouth, MN, registered since 2020, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 7, 2026.

- CRD: 174136
- Filed as: ECHO WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Plymouth, MN
- Filing period: October 2026
- Form ADV filing dated: April 7, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/174136
- AdvisorCensus page: https://advisorcensus.com/firm/echo-wealth-management-llc-plymouth-mn-174136

## Quick answers

**How is Echo Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Echo Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Echo Wealth Management, LLC charge?**
Its Form ADV Part 2A brochure dated April 7, 2026 states: Flat fee: $2,500 to $6,000 (Financial Planning). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Echo Wealth Management, LLC located?**
Echo Wealth Management, LLC's principal office is in Plymouth, MN, according to its Form ADV.

**Is Echo Wealth Management, LLC registered with the SEC or a state?**
Echo Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 174136.

**How much does Echo Wealth Management, LLC manage?**
Echo Wealth Management, LLC reports $288,189,706 in regulatory assets under management in its Form ADV filing dated April 7, 2026 (98% discretionary).

**How have Echo Wealth Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Echo Wealth Management, LLC: Regulatory assets under management: $131,152,135 in the October 2021 data and $288,189,706 in the October 2026 data, up 120%. Total employees: 3 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Echo Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (77); individuals (other than high net worth individuals) (67).

**Which custodians does Echo Wealth Management, LLC use?**
Echo Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Echo Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/174136

**What changed in Echo Wealth Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $245,168,754 to $288,189,706 (+18%).

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated April 7, 2026)

- Flat fee: $2,500 to $6,000 (Financial Planning)

> Our Financial Planning fees are calculated and charged on a fixed flat fee basis, typically ranging from $2,500 to $6,000 depending on the nature of the services to be provided and complexity of the client’s circumstances.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $288,189,706
- Discretionary: $283,388,357
- Non-discretionary: $4,801,349

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 67 | $20,238,239 |
| High net worth individuals | 77 | $259,977,984 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $736,795 |
| Corporations or other businesses not listed above | Fewer than 5 | $3,880,677 |
| Other | Fewer than 5 | $3,356,011 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2020 (6 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [echohuang.com](https://echohuang.com)
- [echowealthmanagement.com](https://echowealthmanagement.com)
- [echowm.com](https://echowm.com)
- Facebook @EchoWealthManagement
- LinkedIn @echo-wealth-management-llc
- X @EchoWMLLC

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $131,152,135 | 3 | March 29, 2021 |
| October 2022 | $161,995,413 | 3 | August 11, 2022 |
| October 2023 | $147,790,930 | 3 | March 29, 2023 |
| October 2024 | $189,960,227 | 3 | March 28, 2024 |
| October 2025 | $245,168,754 | 4 | May 21, 2025 |
| October 2026 | $288,189,706 | 5 | April 7, 2026 |

Regulatory assets under management: $131,152,135 in the October 2021 data and $288,189,706 in the October 2026 data, up 120%.
Total employees: 3 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $245,168,754 to $288,189,706 (+18%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Echo Wealth Management, LLC (CRD 174136): Form ADV filing data as of October 2026.