RIA Intel›Advisers›Arizona›ECHELON PRIVATE WEALTH LLC

ECHELON PRIVATE WEALTH LLC

Advisory

SCOTTSDALE, AZ

Data as of May 15, 2026 · Source: SEC Form ADV

Average account

$230K

across 89 accounts

AUM per adviser

$21M

1 advisers

Source: SEC Form ADV. Figures as filed May 15, 2026.

Total AUM

$21M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$21M

Discretionary AUM$21M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients35

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ, NH, TX, VT

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

35 clients

The full client-type breakdown and the share of AUM each category represents.

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