DBA: ECON WEALTH MANAGEMENT
| Total AUM | $232.1M |
| Discretionary | $232.1M100% of AUM |
| Client Accounts | 869 |
| Avg Account Size | $267K |
| Employees | 7 |
| Peak AUM | $232.1MMar 2026 |
| AUM CAGR | +7.8% /yrover 11 yrs · 34 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $232M | +20.5% | +15.8% | +11.3% | |
| Discretionary AUM | |||||
| Total AUM | $232.1M |
| Discretionary | $232.1M |
| Employees | 7 |
| Client Accounts | 869 |
| Client Range | 101-250 |
Address
4755 LINGLESTOWN ROAD
HARRISBURG PA 17112
Phone
717-545-5870
Filing History
34 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$232M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
Total AUM
$232M
| $232M |
| +20.5% |
| +19.3% |
| +12.9% |
| Total Accounts | 869 | +16.5% | +9.8% | +6.9% |
| Avg Account Size | $267,069.087 | +3.4% | +5.4% | +4.1% |
| Employees | 7 | 0.0% | 11.2% | +3.1% |
| AUM / Employee | $33M | +20.5% | +30.4% | +7.9% |
Client AUM Segments | |||||
| Wealth AUM | $230M | +20.6% | +15.3% | +11.4% | |
| Institutional AUM | $2M | +5.3% | — | +2.1% | |
Client Count Segments | |||||
| HNW Clients | 290 | +9.8% | +7.6% | +5.3% | |
| Individuals | 47 | +9.3% | +5.5% | +7.3% | |