Overview
Assets Under Management: $232 million
Headquarters: HARRISBURG, PA
High-Net-Worth Clients: 47
Average Client Assets: $2.5 million
Frequently Asked Questions
ECON WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #226774), ECON WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
ECON WEALTH MANAGEMENT is headquartered in HARRISBURG, PA.
ECON WEALTH MANAGEMENT serves 47 high-net-worth clients according to their SEC filing dated March 10, 2026. View client details ↓
According to their SEC Form ADV, ECON WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
ECON WEALTH MANAGEMENT manages $232 million in client assets according to their SEC filing dated March 10, 2026.
According to their SEC Form ADV, ECON WEALTH MANAGEMENT serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 47
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 50.35%
Average Client Assets: $2.5 million
Total Client Accounts: 869
Discretionary Accounts: 869
Regulatory Filings
CRD Number: 226774
Filing ID: 2066324
Last Filing Date: 2026-03-10 14:42:32