ECON FINANCIAL SERVICES CORPORATION
Legal name: ECON WEALTH MANAGEMENT
CRD #226774 SEC #801-104471 HARRISBURG, PA 717-545-5870
SEC Registered
Total AUM
$192.7M
Discretionary
$192.7M
Employees
7
Clients
101
Accounts
746
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $192.7M | $192.7M | $0 | 7 | 6 |
| Apr 2024 | $167.7M | $167.7M | $0 | 7 | 6 |
| Mar 2024 | $167.7M | $167.7M | $0 | 7 | 6 |
| Mar 2024 | $167.7M | $167.7M | $0 | 7 | 6 |
| Mar 2023 | $149.6M | $136.7M | $12.9M | 10 | 0 |
| Feb 2022 | $153.5M | $142.8M | $10.7M | 10 | 0 |
| Aug 2021 | $136.2M | $126.4M | $9.7M | 6 | 0 |
| Jun 2021 | $136.2M | $126.4M | $9.7M | 6 | 0 |
| Jun 2021 | $136.2M | $126.4M | $9.7M | 6 | 0 |
| Mar 2021 | $136.2M | $126.4M | $9.7M | 6 | 0 |
| Mar 2021 | $136.2M | $126.4M | $9.7M | 6 | 0 |
| Jun 2020 | $117.1M | $117.1M | $0 | 5 | 0 |
| Jun 2020 | $117.1M | $117.1M | $0 | 5 | 0 |
| Mar 2020 | $117.1M | $117.1M | $0 | 5 | 0 |
| Nov 2019 | $112.9M | $112.9M | $0 | 5 | 0 |
| Oct 2019 | $112.9M | $112.9M | $0 | 5 | 0 |
| Oct 2019 | $112.9M | $112.9M | $0 | 5 | 0 |
| Sep 2019 | $112.9M | $112.9M | $0 | 5 | 0 |
| Mar 2019 | $112.9M | $112.9M | $0 | 5 | 0 |
| Mar 2018 | $145.9M | $141M | $4.8M | 6 | 0 |
| Jan 2018 | $125.2M | $119.9M | $5.3M | 7 | 0 |
| Jun 2017 | $125.2M | $119.9M | $5.3M | 7 | 400 |
| Jan 2017 | $125.2M | $119.9M | $5.3M | 7 | 400 |
| Jan 2017 | $125.2M | $119.9M | $5.3M | 7 | 400 |
| Jan 2016 | $100.8M | $96.4M | $4.4M | 6 | 300 |
| Jan 2016 | $100.8M | $96.4M | $4.4M | 5 | 300 |
| Dec 2015 | $100.8M | $96.4M | $4.4M | 5 | 300 |
| Oct 2015 | $0 | $0 | $0 | 5 | 0 |
| Jul 2015 | $0 | $0 | $0 | 1 | 0 |
| Jul 2015 | $0 | $0 | $0 | 1 | 0 |
DateMar 2025
Total AUM$192.7M
Discretionary$192.7M
Non-Disc.$0
Employees7
Clients6
DateApr 2024
Total AUM$167.7M
Discretionary$167.7M
Non-Disc.$0
Employees7
Clients6
DateMar 2024
Total AUM$167.7M
Discretionary$167.7M
Non-Disc.$0
Employees7
Clients6
DateMar 2024
Total AUM$167.7M
Discretionary$167.7M
Non-Disc.$0
Employees7
Clients6
DateMar 2023
Total AUM$149.6M
Discretionary$136.7M
Non-Disc.$12.9M
Employees10
Clients0
DateFeb 2022
Total AUM$153.5M
Discretionary$142.8M
Non-Disc.$10.7M
Employees10
Clients0
DateAug 2021
Total AUM$136.2M
Discretionary$126.4M
Non-Disc.$9.7M
Employees6
Clients0
DateJun 2021
Total AUM$136.2M
Discretionary$126.4M
Non-Disc.$9.7M
Employees6
Clients0
DateJun 2021
Total AUM$136.2M
Discretionary$126.4M
Non-Disc.$9.7M
Employees6
Clients0
DateMar 2021
Total AUM$136.2M
Discretionary$126.4M
Non-Disc.$9.7M
Employees6
Clients0
DateMar 2021
Total AUM$136.2M
Discretionary$126.4M
Non-Disc.$9.7M
Employees6
Clients0
DateJun 2020
Total AUM$117.1M
Discretionary$117.1M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$117.1M
Discretionary$117.1M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$117.1M
Discretionary$117.1M
Non-Disc.$0
Employees5
Clients0
DateNov 2019
Total AUM$112.9M
Discretionary$112.9M
Non-Disc.$0
Employees5
Clients0
DateOct 2019
Total AUM$112.9M
Discretionary$112.9M
Non-Disc.$0
Employees5
Clients0
DateOct 2019
Total AUM$112.9M
Discretionary$112.9M
Non-Disc.$0
Employees5
Clients0
DateSep 2019
Total AUM$112.9M
Discretionary$112.9M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$112.9M
Discretionary$112.9M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$145.9M
Discretionary$141M
Non-Disc.$4.8M
Employees6
Clients0
DateJan 2018
Total AUM$125.2M
Discretionary$119.9M
Non-Disc.$5.3M
Employees7
Clients0
DateJun 2017
Total AUM$125.2M
Discretionary$119.9M
Non-Disc.$5.3M
Employees7
Clients400
DateJan 2017
Total AUM$125.2M
Discretionary$119.9M
Non-Disc.$5.3M
Employees7
Clients400
DateJan 2017
Total AUM$125.2M
Discretionary$119.9M
Non-Disc.$5.3M
Employees7
Clients400
DateJan 2016
Total AUM$100.8M
Discretionary$96.4M
Non-Disc.$4.4M
Employees6
Clients300
DateJan 2016
Total AUM$100.8M
Discretionary$96.4M
Non-Disc.$4.4M
Employees5
Clients300
DateDec 2015
Total AUM$100.8M
Discretionary$96.4M
Non-Disc.$4.4M
Employees5
Clients300
DateOct 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJul 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJul 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0