Echo Wealth Management, LLC
Echo Wealth Management, LLC is an SEC-registered investment adviser headquartered in Plymouth, Minnesota, founded in March 2015 by Fang Echo Huang. The firm provides comprehensive wealth management and investment management services to individuals, high net worth individuals, trusts, and foundations, acting as a fiduciary to put clients’ interests first. Echo Wealth Management is locally owned and operates with approximately 3 employees.
Investment Strategy
Echo Wealth Management offers discretionary investment management services tailored to each client's individual objectives, risk tolerance, time horizon, and liquidity needs. The firm applies a holistic, client-centric approach to wealth management, focusing on transparency, fiduciary duty, and ongoing consultations to ensure investment portfolios remain aligned with clients’ financial goals. Echo Wealth Management primarily uses a percentage of assets under management, hourly charges, and fixed fees, while recommending solutions that avoid conflict of interest and commissions. Their investment portfolios are constructed using mutual funds, ETFs, and direct securities, emphasizing diversification and risk-adjusted growth.
Top Holdings
Equity Positions (45)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AVIG | AMERICAN CENTY ETF TR | 13.94% | $23.9M | 567,448 | $41.50 | $42.08 | +$2.4M |
J JPIE | J P MORGAN EXCHANGE TRADED F | 13.66% | $23.4M | 504,207 | $45.76 | $46.41 | +$704.4K |
A AVDE | AMERICAN CENTY ETF TR | 10.66% | $18.3M | 231,446 | $62.53 | $78.90 | +$1.6M |
A AVUV | AMERICAN CENTY ETF TR | 6.77% | $11.6M | 116,590 | $82.77 | $99.53 | +$904.7K |
A AVLV | AMERICAN CENTY ETF TR | 6.70% | $11.5M | 158,856 | $54.25 | $72.26 | +$809.3K |