Echo Wealth Management is based out of Plymouth. Echo Wealth Management is a large advisory firm with 77 clients and discretionary assets under management (AUM) of $103,748,386 (Form ADV from 2020-06-30). Their last reported 13F filing for Q1 2021 included $79,419,000 in managed 13F securities and a top 10 holdings concentration of 57.9%. Echo Wealth Management's largest holding is Vanguard Intermediate-Term Bond ETF with shares held of 87,788. Whalewisdom has at least 2 13F filings

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13F Activity

  • Market Value $79.419 Million
  • Prior Market Value $76.465 Million
  • New Purchases10 stocks
  • Additional Purchases8 stocks
  • Sold out of6 stocks
  • Reduced holdings in28 stocks
  • Top 10 Holdings % 57.90 %
  • Turnover % [1]:28.07%
  • Turnover Alt % [2]: 15.56 %
  • Time Held Top20:0.80 quarters
  • Time Held Top10:0.90 quarters
  • Time Held All:0.82 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.


13F Sector Allocation Over Time

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PLYMOUTH MN    55441
Country: United States

Business Phone: 763-432-7875
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: MN
Number of employees: 3
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 108,616,000
Total Number of Clients: 77
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Data above was derived from SEC filings.

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