# Ecos Wealth Advisors

> Ecos Wealth Advisors is a state-registered investment advisory firm in Clarkston, MI, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 1, 2026.

- CRD: 328271
- Filed as: ECOS WEALTH ADVISORS
- Legal name: Ecos Wealth Advisors LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Clarkston, MI
- Filing period: October 2026
- Form ADV filing dated: September 1, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/328271
- AdvisorCensus page: https://advisorcensus.com/firm/ecos-wealth-advisors-clarkston-mi-328271

## Quick answers

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

**Where is Ecos Wealth Advisors located?**
Ecos Wealth Advisors' principal office is in Clarkston, MI, according to its Form ADV.

**Is Ecos Wealth Advisors registered with the SEC or a state?**
Ecos Wealth Advisors is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 328271.

**How much does Ecos Wealth Advisors manage?**
Ecos Wealth Advisors reports $86,928,243 in regulatory assets under management in its Form ADV filing dated September 1, 2026 (97% discretionary).

**What types of clients does Ecos Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (120); banking or thrift institutions (83); high net worth individuals (29).

**Does Ecos Wealth Advisors 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/328271

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $86,928,243
- Discretionary: $84,128,402
- Non-discretionary: $2,799,841

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 120 | $38,130,602 |
| High net worth individuals | 29 | $45,997,800 |
| Banking or thrift institutions | 83 | $2,799,841 |
| 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) | 4 | $0 |
| Charitable organizations | 0 | $0 |
| 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
- Publication of periodicals or newsletters
- Other

### Firm details
- Registered since: 2023 (2 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, FL, MI, OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- ecoswealthadvisors.com
- Facebook @ecoswealthadvisors
- Instagram @ecoswealthadvisors
- LinkedIn @ecoswealthadvisors
- YouTube @EcosWealthAdvisors

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Ecos Wealth Advisors (CRD 328271): Form ADV filing data as of October 2026.