CRD: 174136
Echo Wealth Management, LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between May 21, 2025 and April 7, 2026, reported AUM increased 17.5%, from $245.2M to $288.2M.
Across 5 reported observations, AUM increased 77.9% between August 11, 2022 and April 7, 2026, from $162.0M to $288.2M.
Of the latest reported AUM, 98.3% is discretionary and 1.7% is non-discretionary.
The firm reports 3 advisory representatives and 144 clients, or 48 clients per representative. That equates to $2.0M in reported AUM per client.
The profile lists 1 reported office location and 11 years in operation. The source data was last updated on April 7, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Echo Wealth Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
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Syleste Marie Arroyo
ASSOCIATE WEALTH MANAGER
- 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 |
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Separately Managed Accounts
SMA allocation detail is available
Echo Wealth Management, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Echo Wealth Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.