$227.4M Total AUM
$222.9M Disc. AUM
16.6% 3Y CAGR
8 Employees
206 ADV. Clients
6 yrs Firm Age
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- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- FocusLegacy +more
- Established Date
- 02-24-2020
- Office Locations
- 1
Office Locations
1802 Tice Valley Blvd Walnut Creek CA
About Echo45 Advisors LLC
Echo45 Advisors is an independent RIA serving individuals, families and trustees with financial planning and discretionary portfolio management via managed model portfolios, including an Autopilot option aimed at lower minimums/fees. They blend technology with white-glove concierge service, provide UPIA-aligned trustee support, and offer crypto investing and wealth planning. Common-ownership tax and estate affiliate and custody via Altruist/Schwab.
Team overview
43 AVG AGE
$56.8M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
3.2 yrs AVG TENURE
8 Employees
4 Advisory Reps
4 RIA Reps
6yrs Firm Age
Insights
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Asset Classes
Quantum Vertex Vital harbor Timber wave Vector Peak Capital quantum Fusion element Beacon
Client Personas
Pathway foundation Matrix Crest
CRM
Element ridge
Custodian
Insight Vertex Foundation Unison signal Legacy Vertex delta Pioneer element Peak pioneer Element radial Frontier atlas Eagle frontier Atlas Capital
Investment Themes
Radial Unison legacy Signal atlas Delta Radial beacon Value
Investment Vehicles
Matrix horizon Element
Platform
Prime Momentum glacier
Services
Unison summit Timber delta Oak Zenith catalyst Wave wave Frontier Element vital Legacy Wave vector Crest fusion Timber crest
Technology
Radial horizon Capital ridge Pathway
Owner & Executives
JON E HENDERSON
Chief Investment Officer, FOUNDER
- CRD
- #4196886
- Ownership
- Less than 5%
(649) 936-1370
summit.north@unisoncapital.com
in linkedin.com/in/wave-momentum
D
DAVID JAMES REICHERT
Chief Compliance Officer
- CRD
- #5967692
- Ownership
- Less than 5%
(833) 738-9910
insight.radial@alphacapital.com
in linkedin.com/in/alpha-meridian
Showing 2 of 2 owners & executives
Unlock allContacts
C
COLE STEPHEN MATSUURA
--
- CRD
- #7662859
(581) 273-4381
harbor.value@primecapital.com
in linkedin.com/in/harbor-legacy
SEAN MICHAEL O'BRIEN
Investment Advisor
- CRD
- #5012235
(932) 701-7745
beacon.frontier@bridgecapital.com
in linkedin.com/in/foundation-focus
B
Beacon optima
Foundation ember optima
- CRD
- #67611
(708) 643-8703
element.value@atlascapital.com
in linkedin.com/in/pathway-horizon
Showing 2 of 7 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $222,900,196 | $393,122 |
| Non-Discretionary | $4,485,404 | $140,169 |
| Total | $227,385,600 | $379,609 |
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Separately Managed Accounts
Total SMA Asset: $227,385,600
Public Funds:
19.2% Equity - Exchange:
22.3% Cash:
58.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $398,110,061 | 19.2% |
| Equity - Exchange | $462,388,248 | 22.3% |
| Cash | $1,212,991,594 | 58.5% |
| Total | $2,073,489,903 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PIONEER VERTEX CATALYST | BEACON SIGNAL | UDKAU4DQK | DQCI | 1.98% | $4,299,881 |
| MOMENTUM BEACON | GLACIER PIONEER | EGOX60QZJ | LPGW | 2.66% | $11,920,512 |
| PEAK HARBOR WAVE | QUANTUM MATRIX | AUWTZBN38 | MEEUC | 2.76% | $49,364,008 |
| QUANTUM ALPHA FRONTIER | OAK FOCUS | 3XBE6QLDG | CNWYL | 7.50% | $24,254,719 |
| VECTOR INSIGHT | ZENITH LEGACY | LXZOLBLCF | BGZFX | 11.39% | $36,772,364 |
| UNISON PRIME ATLAS | DELTA QUANTUM | 4BTQE6EAX | NEJ | 11.41% | $55,031,292 |
| WAVE FUSION | TIMBER ZENITH | RTCBZ0F30 | RDFF | 12.05% | $94,380,920 |
| HORIZON CATALYST | PIONEER BRIDGE | 1FQGYP4XV | LLL | 11.67% | $20,490,726 |