SourcingSourcing

ECHO WEALTH MANAGEMENT, LLC

C40
CRD 174136·SEC 801-117873·PLYMOUTH, MN
AUM
$288.2M
$100M-$500M
Est. Revenue
$2.9M
@ 1% on AUM
Est. EBITDA
$865K
@ 30% margin
Est. Deal Value
$6.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
ECHO WEALTH MANAGEMENT, LLC
CRD
174136
SEC file #
801-117873
EIN
472753114
DBA names
—

Economics

AUM
$288.2M
AUM band
$100M-$500M
AUM trajectory
'21'26
$108.6M → $288.2M▲ +165%
Client mix
Individuals High Net Worth77
Individuals Other67

Operations

Employees (total)
5
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'21'26
2 advisors → 3 advisors▲ +50%
Primary office
PLYMOUTH MN
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
04/07/2026
ADV-W filed at
—
Website
echowm.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HUANG, FANG, ECHO
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
HUANG, FANG, ECHO
JOHNSON, JARED, AUGUST
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
ECHOWM.COM
Rdap Domain Creation Date
2014-12-09T15:56:45Z
Rdap Firm Age Years
12
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001846994
Edgar Registered
Yes
Edgar Filing Count
23
Edgar First Filing Date
2021-02-22
Edgar Last Filing Date
2026-04-21
Edgar 13f Count
22
Edgar 13f Latest AUM Estimate
Filing Date2026-04-21
Accession0001398344-26-006803

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
3033 CAMPUS DRIVESUITE N145PLYMOUTH, MN 55441
Business
3033 CAMPUS DRIVESUITE N145PLYMOUTH, MN 55441
Edgar EIN
472753114
Edgar Recent Filings
13F-HR2026-04-21 · 0001398344-26-006803
13F-HR2026-01-22 · 0001398344-26-001002
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-12-09T15:56:45Z
Rdap Domain Last Changed
2022-09-17T16:11:24Z
Rdap Nameservers
Ns35.domaincontrol.comNs36.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2979581
Trust Company Affiliate
No

People (4)

4
HUANG, FANG, ECHO
IAR · Direct Owner · 87.5%
2979581
JOHNSON, JARED, AUGUST
IAR · Direct Owner · 7.5%
7513994
Syleste Marie Arroyo
IAR
8144112
Justin James Edwards
IAR
7269820