ECHO45 ADVISORS LLC
CRD #307265 SEC #801-118109 WALNUT CREEK, CA 877-432-4645
SEC Registered
Total AUM
$194.9M
Discretionary
$193.2M
Employees
7
Clients
101
Accounts
566
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $194.9M | $193.2M | $1.7M | 7 | 15 |
| Apr 2025 | $194.9M | $193.2M | $1.7M | 7 | 15 |
| Mar 2025 | $194.9M | $193.2M | $1.7M | 7 | 15 |
| Jan 2025 | $167.8M | $167.8M | $0 | 7 | 6 |
| Nov 2024 | $167.8M | $167.8M | $0 | 7 | 6 |
| Aug 2024 | $167.8M | $167.8M | $0 | 7 | 6 |
| May 2024 | $167.8M | $167.8M | $0 | 7 | 6 |
| Apr 2024 | $167.8M | $167.8M | $0 | 7 | 6 |
| Feb 2024 | $167.8M | $167.8M | $0 | 8 | 6 |
| Mar 2023 | $145.4M | $145.2M | $139.4K | 7 | 3 |
| Sep 2022 | $163.2M | $158M | $5.2M | 6 | 0 |
| Mar 2022 | $163.2M | $158M | $5.2M | 6 | 0 |
| Aug 2021 | $120.7M | $120.7M | $0 | 7 | 0 |
| Apr 2021 | $120.7M | $120.7M | $0 | 7 | 0 |
| Mar 2021 | $120.7M | $120.7M | $0 | 7 | 0 |
| Aug 2020 | $102.3M | $98.2M | $4.1M | 4 | 0 |
| Aug 2020 | $102.3M | $98.2M | $4.1M | 4 | 0 |
| Jul 2020 | $102.3M | $98.2M | $4.1M | 3 | 0 |
| Jun 2020 | $102.3M | $98.2M | $4.1M | 3 | 0 |
| Jun 2020 | $0 | $0 | $0 | 3 | 0 |
| Jun 2020 | $0 | $0 | $0 | 3 | 0 |
| Mar 2020 | $0 | $0 | $0 | 3 | 0 |
| Feb 2020 | $0 | $0 | $0 | 3 | 0 |
| Feb 2020 | $0 | $0 | $0 | 3 | 0 |
| Jan 2020 | $0 | $0 | $0 | 3 | 0 |
DateJun 2025
Total AUM$194.9M
Discretionary$193.2M
Non-Disc.$1.7M
Employees7
Clients15
DateApr 2025
Total AUM$194.9M
Discretionary$193.2M
Non-Disc.$1.7M
Employees7
Clients15
DateMar 2025
Total AUM$194.9M
Discretionary$193.2M
Non-Disc.$1.7M
Employees7
Clients15
DateJan 2025
Total AUM$167.8M
Discretionary$167.8M
Non-Disc.$0
Employees7
Clients6
DateNov 2024
Total AUM$167.8M
Discretionary$167.8M
Non-Disc.$0
Employees7
Clients6
DateAug 2024
Total AUM$167.8M
Discretionary$167.8M
Non-Disc.$0
Employees7
Clients6
DateMay 2024
Total AUM$167.8M
Discretionary$167.8M
Non-Disc.$0
Employees7
Clients6
DateApr 2024
Total AUM$167.8M
Discretionary$167.8M
Non-Disc.$0
Employees7
Clients6
DateFeb 2024
Total AUM$167.8M
Discretionary$167.8M
Non-Disc.$0
Employees8
Clients6
DateMar 2023
Total AUM$145.4M
Discretionary$145.2M
Non-Disc.$139.4K
Employees7
Clients3
DateSep 2022
Total AUM$163.2M
Discretionary$158M
Non-Disc.$5.2M
Employees6
Clients0
DateMar 2022
Total AUM$163.2M
Discretionary$158M
Non-Disc.$5.2M
Employees6
Clients0
DateAug 2021
Total AUM$120.7M
Discretionary$120.7M
Non-Disc.$0
Employees7
Clients0
DateApr 2021
Total AUM$120.7M
Discretionary$120.7M
Non-Disc.$0
Employees7
Clients0
DateMar 2021
Total AUM$120.7M
Discretionary$120.7M
Non-Disc.$0
Employees7
Clients0
DateAug 2020
Total AUM$102.3M
Discretionary$98.2M
Non-Disc.$4.1M
Employees4
Clients0
DateAug 2020
Total AUM$102.3M
Discretionary$98.2M
Non-Disc.$4.1M
Employees4
Clients0
DateJul 2020
Total AUM$102.3M
Discretionary$98.2M
Non-Disc.$4.1M
Employees3
Clients0
DateJun 2020
Total AUM$102.3M
Discretionary$98.2M
Non-Disc.$4.1M
Employees3
Clients0
DateJun 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMar 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateFeb 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateFeb 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJan 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0