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ECHELON GROUP

BOISE, ID · CRD 333195 · IAPD ↗ · 208-345-9944

$265.2MRegulatory AUM
5Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
May 2026 — ECHELON GROUP notice-filed in OR, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
73
May 2026 — ECHELON GROUP reported RAUM up 160% ($102.1M -> $265.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
February 2025 — ECHELON GROUP now reports custody of client assets ($6.3M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
February 2025 — ECHELON GROUP's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
November 2024 — ECHELON GROUP (BOISE, ID) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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