E
$23.8M Total AUM
$23.8M Disc. AUM
-- 3Y CAGR
1 Employees
33 ADV. Clients
6 yrs Firm Age
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- Custodian
- Altruist · Betterment · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- WaveNorth +more
- Established Date
- 01-24-2020
- Office Locations
- 2
Office Locations
1990 Main Street Suite 750 Sarasota FL
-- -- FL
About Echelon Virtual Family Office, LLC
Echelon Virtual Family Office, LLC is a Sarasota, FL RIA serving affluent individuals and business owners through a Virtual Family Office model that delivers integrated wealth management, planning, risk management, and business-succession guidance. Its managed portfolios are primarily ETF-based with U.S. government/agency fixed-income exposure. The firm supports clients with educational content via its Optimizing Your Financial World video/podcast series.
Team overview
-- AVG AGE
$23.8M AVG AUM / ADVISOR
$722.2K AVG AUM / CLIENT
6.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Pioneer capital Summit
Client Personas
Eagle
Custodian
Vector Foundation Crest bridge Value alpha Pioneer
Investment Themes
Capital Alpha meridian Crest frontier
Investment Vehicles
Wave Ember catalyst
Services
Horizon Prime ridge Catalyst Focus Oak frontier Zenith signal Frontier Quantum Wave timber
Technology
Matrix fusion Vital focus Quantum prime Atlas signal
Owner & Executives
MARK THOMAS WADE
Chief Compliance Officer, Managing Member, Senior Advisor
- CRD
- #1215909
- Ownership
- 75% or more
(292) 278-7750
quantum.delta@frontiercapital.com
in linkedin.com/in/north-matrix
Showing 1 of 1 owners & executives
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,833,125 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,833,125 | -- |
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Separately Managed Accounts
Total SMA Asset: $23,833,125
Equity - Exchange:
26.3% U.S. Government/Agency:
29.3% Public Funds:
44.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,369,550,228 | 26.3% |
| U.S. Government/Agency | $1,525,772,688 | 29.3% |
| Public Funds | $2,312,092,401 | 44.4% |
| Total | $5,207,415,317 | 100.0% |