LP Profile

Econ Wealth Management

Also known as econ wealth

Wealth ManagerHarrisburg, United StatesFounded 2015
$154M
Assets Under Management
Harrisburg
Headquarters
Investment Focus

About Econ Wealth Management

Econ Wealth Management is a wealth manager based in Harrisburg, US. Founded in 2015. Reported AUM: 154 USD millions.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Econ Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$232.1M
Total Clients
869
Filing Date
March 10, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Econ Wealth Management across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Econ Wealth Management?

Econ Wealth Management is a wealth manager based in Harrisburg, United States, managing approximately $154M in assets.

Where is Econ Wealth Management headquartered?

Econ Wealth Management is headquartered in Harrisburg, United States.

How much does Econ Wealth Management manage?

Econ Wealth Management manages approximately $154M in assets under management.

When was Econ Wealth Management founded?

Econ Wealth Management was founded in 2015.

How can I contact Econ Wealth Management?

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