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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-24-2015
- Office Locations
- 1
Office Locations
About Econ Wealth Management
Econ Wealth Management is a Harrisburg, PA fiduciary RIA founded in 2005 by Steve Economopoulos. The team provides goal-based wealth planning for individuals, families, retirees, and business owners, spanning legacy/estate coordination, retirement income planning, and business/401(k) advisory with tax-focused guidance and coordination with CPAs and attorneys. Portfolios emphasize asset allocation and ETFs; custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
STEVEN RICHARD ECONOMOPOULOS
Chief Compliance Officer, Managing Member, President, Principal
- CRD
- #3066139
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Jacob C Artz
Director of Investment Management
- CRD
- #6966343
Ryan Robert Troup
Director of Operations
- CRD
- #7513986
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $232,083,037 | $267,069 |
| Non-Discretionary | $0 | -- |
| Total | $232,083,037 | $267,069 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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