RIA IntelAdvisersFloridaECF WEALTH, INC.

ECF WEALTH, INC.

Advisory

FL

Data as of Feb 24, 2026 · Source: SEC Form ADV

Rank in FL
#1,436
of 2,610 advisers by AUM
Average account
$472K
across 160 accounts
AUM per adviser
$76M
1 adviser

Source: SEC Form ADV. Figures as filed Feb 24, 2026.

Total AUM
$76M
Discretionary %
100%
Clients
109
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$76M
Discretionary AUM$76M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients109
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCA, FL, MI, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

MONARCH ASSET MANAGEMENT LLC
BRADENTON, FL
$76M
RLC BUSINESS SERVICES, INC.
NAPLES, FL
$75M
-15.9% 1Y
MAGEN WEALTH MANAGEMENT, LLC
MIAMI, FL
$75M
QUANTUM FAMILY OFFICE GROUP, LLC
CORAL GABLES, FL
$75M
+16.5% 1Y
SKADVISORS, LLC
$76M
ASG CAPITAL, LLC
MIAMI, FL
$75M
0.0% 1Y

Get the full picture on ECF WEALTH, INC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track ECF WEALTH, INC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans