# Echo Wealth Management

Echo Wealth Management is a Bank / Wealth / Trust based in Plymouth, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Plymouth, United States
- **Region:** North America
- **Address:** Plymouth, MN, United States
- **Founded:** 2015
- **Assets under management:** Undisclosed
- **Website:** echowealthmanagement.com
- **LinkedIn:** https://www.linkedin.com/company/echo-wealth-management-llc

## Regulatory record

- **CRD number:** 174136
- **SEC file number:** 801-117873
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-07T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/174136

## About

Echo Wealth Management is an SEC-registered investment adviser in Plymouth, MN, registered since 2020. The firm manages $288 million in assets, with $283 million on a discretionary basis. It employs 5 people, including 3 investment advisers.

## People

- Echo Huang — Founder

## Questions

### Who runs investment decisions at Echo Wealth Management?

Founder Echo Huang leads the firm and, based on its boutique structure, is the primary decision-maker for client portfolios and overall investment strategy. The firm's website positions Huang as the architect of its integrated planning model. No separate CIO or investment committee is identified publicly.

### How does Echo Wealth Management structure its client relationships?

The firm operates on a fee-based fiduciary model, meaning it charges directly for advice and management rather than earning commissions. Every client engagement starts with a complimentary 30-minute discovery call, followed by a 90-minute 'FIT Meeting' for qualified prospects. The firm explicitly integrates tax, estate, insurance, and investment planning in-house rather than referring these functions out.

### What is Echo Wealth Management's primary client specialization?

The firm specializes in advising corporate executives on equity compensation—including restricted stock, stock options, and other incentive awards—alongside broader wealth management. Its planning process is built around the complexity that concentrated equity positions and executive benefits create. It also serves business owners and professionals who need integrated tax and estate planning.

## Related profiles

- [e& capital](https://altss.com/profile/e-capital)
- [Eden Global Partners](https://altss.com/profile/eden-global-partners)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/echo-wealth-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology