# Econ Wealth Management

> Econ Wealth Management is an SEC-registered investment advisory firm in Harrisburg, PA, registered since 2015, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 10, 2026.

- CRD: 226774
- Filed as: ECON WEALTH MANAGEMENT
- Legal name: Econ Financial Services Corporation
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Harrisburg, PA
- Filing period: October 2026
- Form ADV filing dated: March 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/226774
- AdvisorCensus page: https://advisorcensus.com/firm/econ-wealth-management-harrisburg-pa-226774

## Quick answers

**How is Econ Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Econ Wealth Management reports these compensation arrangements: a percentage of assets under its management.

**How much does Econ Wealth Management charge?**
Its Form ADV Part 2A brochure dated March 10, 2026 states: Asset-based fee: 0.6% to 1.75% a year (a range, as the brochure states it); Hourly rate: $350 to $500 an hour (specific circumstances). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Econ Wealth Management located?**
Econ Wealth Management's principal office is in Harrisburg, PA, according to its Form ADV.

**Is Econ Wealth Management registered with the SEC or a state?**
Econ Wealth Management is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 226774.

**How much does Econ Wealth Management manage?**
Econ Wealth Management reports $232,083,037 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (100% discretionary).

**How have Econ Wealth Management's assets and staff changed since 2021?**
In the Form ADV data for Econ Wealth Management: Regulatory assets under management: $136,151,287 in the October 2021 data and $232,083,037 in the October 2026 data, up 70%. Total employees: 6 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Econ Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (290); high net worth individuals (47).

**Which custodians does Econ Wealth Management use?**
Econ Wealth Management'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 Econ Wealth Management 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/226774

**What changed in Econ Wealth Management's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $192,666,673 to $232,083,037 (+20%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 10, 2026)

- Asset-based fee: 0.6% to 1.75% a year (a range, as the brochure states it)

> Fees Generally, fees vary from 0.60% to 1.75% per annum of the market value of a client’s assets managed by EWM. The fee range stated is a guide.

- Hourly rate: $350 to $500 an hour (specific circumstances)

> The hourly rate charged will be $350 - $500 per hour.

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: $232,083,037
- Discretionary: $232,083,037
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 290 | $112,745,715 |
| High net worth individuals | 47 | $116,846,729 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | Fewer than 5 | $2,490,593 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2015 (11 years)
- Employees: 7 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NH, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- econwealth.com
- econxchange.com
- Facebook @ECONWEALTHMANAGEMENTPA
- Instagram @econwealthmanagement
- LinkedIn @ECON-WEALTH-MANAGEMENT-LLC

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $136,151,287 | 6 | August 31, 2021 |
| October 2022 | $153,525,218 | 10 | February 15, 2022 |
| October 2023 | $149,582,772 | 10 | March 17, 2023 |
| October 2024 | $167,746,290 | 7 | April 18, 2024 |
| October 2025 | $192,666,673 | 7 | March 5, 2025 |
| October 2026 | $232,083,037 | 7 | March 10, 2026 |

Regulatory assets under management: $136,151,287 in the October 2021 data and $232,083,037 in the October 2026 data, up 70%.
Total employees: 6 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $192,666,673 to $232,083,037 (+20%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Econ Wealth Management (CRD 226774): Form ADV filing data as of October 2026.