# Econ Wealth Management

Econ Wealth Management is a Bank / Wealth / Trust based in Harrisburg, United States.

## Overview

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

## Regulatory record

- **CRD number:** 226774
- **SEC file number:** 801-104471
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/226774

## About

Founded in 2015, Econ Wealth Management operates from a single base in Harrisburg, Pennsylvania, serving individuals, families, trusts, and corporations. The firm registered as an investment adviser with a straightforward advisory mandate: asset management, financial planning, and portfolio construction for a local client base. Public records confirm a wealth-management-only footprint, without evidence of institutional LP vehicles, pooled funds, or external capital-raising activity. The firm's investment posture centers on portfolio management and advisory services. Its SEC registration covers discretionary and non-discretionary advice across equities, fixed income, and mutual funds, with no known private-market exposure. Client assets are held in separately managed accounts rather than commingled vehicles. The geographic focus remains Pennsylvania and the Mid-Atlantic region. No named portfolio holdings or co-investment partnerships appear in public record. Econ Wealth Management's operational disclosure is thin. The firm does not report total professionals, AUM, or named principals in publicly available regulatory filings beyond its initial registration. No satellite offices, affiliated foundations, or club memberships appear in public record. As a small-state RIA with no institutional capital base, Econ Wealth Management's structural differentiator is its Main Street, single-city concentration. The firm competes in a fragmented local market where succession risk and owner-operator economics determine longevity, rather than institutional scale or proprietary deal flow.

## Sectors

- Wealth Management
- Financial Planning

## Questions

### Does Econ Wealth Management invest in private equity or venture capital?

There is no public evidence that Econ Wealth Management has private-market exposure. Its regulatory profile describes a traditional wealth management practice centered on public-market securities and portfolio management, without private-equity, venture-capital, or direct-deal activity on record.

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

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