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ECHO WEALTH MANAGEMENT, LLC

PLYMOUTH, MN · CRD 174136 · IAPD ↗ · echowm.com · 763-432-7875

$288.2MRegulatory AUM
3Advisory reps
5Employees
0Clients
101-250Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
May 2026 — ECHO WEALTH MANAGEMENT, LLC reports 101-250 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
60
April 2025 — ECHO WEALTH MANAGEMENT, LLC reported RAUM up 29% ($190.0M -> $245.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
April 2024 — ECHO WEALTH MANAGEMENT, LLC reported RAUM up 29% ($147.8M -> $190.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.