ECHO WEALTH MANAGEMENT, LLC
CRD #174136 SEC #801-117873 PLYMOUTH, MN 763-432-7875
SEC Registered
Total AUM
$245.2M
Discretionary
$240.4M
Employees
4
Clients
51
Accounts
645
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $245.2M | $240.4M | $4.8M | 4 | 2 |
| Mar 2025 | $245.2M | $240.4M | $4.8M | 4 | 2 |
| Mar 2024 | $190M | $185.4M | $4.6M | 3 | 2 |
| Mar 2023 | $147.8M | $147.4M | $369.5K | 3 | 1 |
| Aug 2022 | $162M | $157.2M | $4.8M | 3 | 10 |
| Mar 2022 | $162M | $157.2M | $4.8M | 3 | 10 |
| Mar 2021 | $131.2M | $126.5M | $4.6M | 3 | 7 |
| Jun 2020 | $108.6M | $103.7M | $4.9M | 3 | 9 |
| Jun 2020 | $108.6M | $103.7M | $4.9M | 3 | 9 |
| Mar 2020 | $108.6M | $103.7M | $4.9M | 3 | 9 |
| Nov 2019 | $100.9M | $99.4M | $1.5M | 3 | 2 |
DateMay 2025
Total AUM$245.2M
Discretionary$240.4M
Non-Disc.$4.8M
Employees4
Clients2
DateMar 2025
Total AUM$245.2M
Discretionary$240.4M
Non-Disc.$4.8M
Employees4
Clients2
DateMar 2024
Total AUM$190M
Discretionary$185.4M
Non-Disc.$4.6M
Employees3
Clients2
DateMar 2023
Total AUM$147.8M
Discretionary$147.4M
Non-Disc.$369.5K
Employees3
Clients1
DateAug 2022
Total AUM$162M
Discretionary$157.2M
Non-Disc.$4.8M
Employees3
Clients10
DateMar 2022
Total AUM$162M
Discretionary$157.2M
Non-Disc.$4.8M
Employees3
Clients10
DateMar 2021
Total AUM$131.2M
Discretionary$126.5M
Non-Disc.$4.6M
Employees3
Clients7
DateJun 2020
Total AUM$108.6M
Discretionary$103.7M
Non-Disc.$4.9M
Employees3
Clients9
DateJun 2020
Total AUM$108.6M
Discretionary$103.7M
Non-Disc.$4.9M
Employees3
Clients9
DateMar 2020
Total AUM$108.6M
Discretionary$103.7M
Non-Disc.$4.9M
Employees3
Clients9
DateNov 2019
Total AUM$100.9M
Discretionary$99.4M
Non-Disc.$1.5M
Employees3
Clients2