ECHO WEALTH MANAGEMENT, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $288.2M |
| Discretionary | $283.4M98% of AUM |
| Non-Discretionary | $4.8M |
| Client Accounts | 763 |
| Avg Account Size | $378K |
| Employees | 5 |
| Peak AUM | $288.2MMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $288M | +17.5% | +24.2% | +16.8% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $288.2M |
| Discretionary | $283.4M |
| Employees | 5 |
| Client Accounts | 763 |
| Client Range | 101-250 |
Contact & Location
Address
3033 CAMPUS DRIVE
PLYMOUTH MN 55441-2651
Phone
763-432-7875
Filing History
13 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Adviser Selection
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$283M
98.3% of AUM
Non-Discretionary
$5M
1.7% of AUM
Disc. mix ▲ 0.3pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Structure
No related registrations reported