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- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-24-2020
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between June 2, 2025 and September 23, 2026, reported AUM increased 16.7%, from $194.9M to $227.4M.
Across 5 reported observations, AUM increased 39.3% between September 23, 2022 and September 23, 2026, from $163.2M to $227.4M.
Of the latest reported AUM, 98.0% is discretionary and 2.0% is non-discretionary.
The firm reports 4 advisory representatives and 206 clients, or 51.5 clients per representative. That equates to $1.1M in reported AUM per client.
The profile lists 1 reported office location and 6 years in operation. The source data was last updated on September 23, 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
- CRM
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Echo45 Advisors LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JON E HENDERSON
Chief Investment Officer, FOUNDER
- CRD
- #4196886
- Ownership
- Less than 5%
DAVID JAMES REICHERT
Chief Compliance Officer
- CRD
- #5967692
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
COLE STEPHEN MATSUURA
Director of Financial Coordination, Financial Advisor
- CRD
- #7662859
SEAN MICHAEL O'BRIEN
--
- CRD
- #5012235
Showing 2 of 7 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Echo45 Advisors LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q3 2026
Review the latest reported holdings
Echo45 Advisors LLC's 13F holdings detail is available for Q3 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.