E
$20.5M Total AUM
$20.5M Disc. AUM
-- 3Y CAGR
1 Employees
35 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-10-2021
- Office Locations
- 1
Office Locations
10105 E VIA Linda STE 103 PMB 568 Scottsdale AZ
About Echelon Private Wealth LLC
Echelon Private Wealth LLC is a Scottsdale-based RIA. The firm has been operating for 5 years. Managing $20.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
-- AVG AGE
$20.5M AVG AUM / ADVISOR
$585.7K AVG AUM / CLIENT
5.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
Available
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Accredited Investors
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
SCOTT RONALD CADIEUX
Chief Compliance Officer, Principal
- CRD
- #3028859
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $20,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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