This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- ElementCatalyst
- Established Date
- 03-11-2015
- Office Locations
- 1
Office Locations
About Echo Wealth Management, LLC
Echo Wealth Management is a Minneapolis-St. Paul wealth management firm founded in 2015 by Echo Huang (CFP, CPA, CFA). The team provides in-depth financial planning and personalized investment management for professionals, executives, and entrepreneurs, with particular expertise in stock options, trading plans, and deferred compensation. The firm also offers an Echo Dashboard to consolidate accounts and project cash flow and net worth over time.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
FANG ECHO HUANG
Chief Compliance Officer, FOUNDER, President
- CRD
- #2979581
- Ownership
- 75% or more
JARED AUGUST JOHNSON
ASSOCIATE WEALTH MANAGER, Wealth Advisor
- CRD
- #7513994
- Ownership
- 5% but less than 10%
Showing 2 of 2 owners & executives
Unlock allContacts
Syleste Marie Arroyo
--
- CRD
- #8144112
Justin James Edwards
Associate
- CRD
- #7269820
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $283,388,357 | $380,898 |
| Non-Discretionary | $4,801,349 | $252,703 |
| Total | $288,189,706 | $377,706 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $288,189,706
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,369,084,658 | 19.2% |
| Equity - Exchange | $1,190,818,426 | 16.7% |
| Other | $513,406,747 | 7.2% |
| Private Funds | $1,354,823,359 | 19.0% |
| Cash | $549,059,993 | 7.7% |
| Derivatives | $1,041,074,792 | 14.6% |
| Equity - OTC | $1,112,381,284 | 15.6% |
| Total | $7,130,649,259 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SUMMIT GLACIER | PIONEER TIMBER | 5AMG5EZG9 | VEHYM | 8.71% | $59,998,642 |
| HARBOR VECTOR BRIDGE | UNISON LEGACY | YJZRANRTA | KOEZD | 5.30% | $103,370,251 |
| VERTEX CATALYST SIGNAL | SUMMIT OAK | CM7OPFVH8 | ZVE | 5.86% | $51,165,502 |
| NORTH FUSION | BEACON OPTIMA | 5V7EM7QR6 | GHG | 9.31% | $26,119,114 |
| FUSION RADIAL | HARBOR FOCUS | MGBBJFT0J | XZDG | 6.52% | $7,408,488 |
| NORTH CAPITAL | PEAK HORIZON | PGBUNLO3G | WDSE | 9.68% | $29,892,994 |
| FRONTIER SIGNAL GLACIER | MOMENTUM LEGACY | MV3XGNFV2 | CTWK | 12.59% | $4,623,364 |
| FUSION OPTIMA BEACON | CAPITAL OPTIMA | S3A1PQNAU | HTTXK | 10.69% | $75,668,425 |