E
CRD: 324584
Echo Wealth Partners
LAS Vegas, NV, 89148
7029923889
$8.4M Total AUM
$8.2M Disc. AUM
-- 3Y CAGR
1 Employees
11 ADV. Clients
3 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Apex · Betterment · Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-25-2023
- Office Locations
- 1
Office Locations
8930 W. Sunset Road Suite 390 LAS Vegas NV
About Echo Wealth Partners
Echo Wealth Partners is a LAS Vegas-based RIA. The firm has been operating for 3 years. Managing $8.4M in total assets under management, with 1 advisory representatives. They custody assets with Apex and Betterment. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
51 AVG AGE
$8.4M AVG AUM / ADVISOR
$764.7K AVG AUM / CLIENT
3.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
Request access to benchmark trends tied to zenith.
Unlock to compare peer behavior around fusion wave.
See the complete signal summary connected to summit.
Upgrade to reveal position-level detail across peak vertex.
Full visibility includes strategy notes for beacon radial.
Upgrade to reveal position-level detail across optima quantum.
Unlock to see real insight on vital eagle delta.
Request access to benchmark trends tied to value delta.
Asset Classes
Focus Vital wave Value timber Delta fusion
Investment Themes
Pioneer Crest vital Capital
Investment Vehicles
Unison alpha
Platform
Catalyst Eagle harbor
Services
Pioneer Vital Timber Peak Signal Matrix Catalyst unison Horizon Pioneer foundation
Owner & Executives
EUN HYEONG CHO
Chief Compliance Officer, FOUNDER
- CRD
- #6488745
- Ownership
- 75% or more
(346) 364-5243
value.element@focuscapital.com
in linkedin.com/in/catalyst-alpha
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,153,459 | -- |
| Non-Discretionary | $257,902 | -- |
| Total | $8,411,361 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $8,411,361
Equity - Exchange:
9.7% Public Funds:
24.7% Other:
15.5% Cash:
5.6% Equity - OTC:
12.7% Municipal Bonds:
11.9% U.S. Government/Agency:
19.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $587,581,529 | 9.7% |
| Public Funds | $1,496,212,759 | 24.7% |
| Other | $938,918,938 | 15.5% |
| Cash | $339,222,326 | 5.6% |
| Equity - OTC | $769,307,775 | 12.7% |
| Municipal Bonds | $720,847,443 | 11.9% |
| U.S. Government/Agency | $1,205,450,766 | 19.9% |
| Total | $6,057,541,536 | 100.0% |