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ECHO45 ADVISORS LLC

WALNUT CREEK, CA · CRD 307265 · IAPD ↗ · 877-432-4645

$227.4MRegulatory AUM
4Advisory reps
8Employees
5Clients
101-250Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

67
April 2025 — ECHO45 ADVISORS 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
42
September 2024 — ECHO45 ADVISORS LLC notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
March 2024 — ECHO45 ADVISORS LLC notice-filed in OR.
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.