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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Minnesota
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 21, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HUANG, FANG, ECHO | I | FOUNDER, PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| HUANG, FANG, ECHO | I | FOUNDER, PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| HUANG, FANG, ECHO | I | FOUNDER, PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| HUANG, FANG, ECHO | I | FOUNDER, PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| HUANG, FANG, ECHO | I | FOUNDER, PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| HUANG, FANG, ECHO | I | FOUNDER, PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| HUANG, FANG, ECHO | I | FOUNDER, PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| HUANG, FANG, ECHO | I | FOUNDER, PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| HUANG, FANG, ECHO | I | FOUNDER, PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| HUANG, FANG, ECHO | I | FOUNDER, PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| HUANG, FANG, ECHO | I | FOUNDER, PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| JOHNSON, JARED, AUGUST | I | MEMBER & ASSOCIATE WEALTH MANAGER | A | |
| JOHNSON, JARED, AUGUST | I | MEMBER, ASSOCIATE WEALTH MANAGER & SHAREHOLDER | A | |
| JOHNSON, JARED, AUGUST | I | MEMBER, ASSOCIATE WEALTH MANAGER & SHAREHOLDER | A | |
| JOHNSON, JARED, AUGUST | I | MEMBER, ASSOCIATE WEALTH MANAGER & SHAREHOLDER | A | |
| JOHNSON, JARED, AUGUST | I | MEMBER, ASSOCIATE WEALTH MANAGER & SHAREHOLDER | A |
Registrations
Federal
IA
May 21, 2025 REGISTERED
Notice Filings (2)
MN TX
Address
3033 CAMPUS DRIVESUITE N145
PLYMOUTH, MN 55441-2651
United States
Phone: 763-432-7875