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ECOS WEALTH ADVISORS LLC

Advisory

CLARKSTON, MI

Data as of Jun 10, 2026 · Source: SEC Form ADV

Rank in MI
#423
of 521 advisers by AUM
Average account
$128K
across 681 accounts
AUM per adviser
$29M
3 advisers

Source: SEC Form ADV. Figures as filed Jun 10, 2026.

Total AUM
$87M
Discretionary %
96.8%
Clients
236
Employees
3

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$87M
Discretionary AUM$84M
Non-Discretionary AUM$3M
Discretionary %96.8%
Total Clients236
Team
Total Employees3
Investment Advisers3
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, CO, FL, MI, OH, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MI

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

WENDT FINANCIAL ADVISORS, LLC
$88M
HORIZONS PLANNING CORPORATION
ANN ARBOR, MI
$88M
ACTION POINT RETIREMENT GROUP LLC
$88M
ADVANCE WEALTH MANAGEMENT SERVICE, LLC
GRAND RAPIDS, MI
$89M
MHA INVESTMENTS CORPORATION
LANSING, MI
$85M
0.0% 1Y
WITTENBERG INVESTMENTS INC.
TROY, MI
$89M

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