← Tributary

ECON WEALTH MANAGEMENT

HARRISBURG, PA · CRD 226774 · IAPD ↗ · econwealth.com · 717-545-5870

$232.1MRegulatory AUM
4Advisory reps
7Employees
6Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
May 2024 — ECON WEALTH MANAGEMENT notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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