Echelon Private Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Echelon Private Wealth provides comprehensive wealth management and financial planning to individual and high‑net‑worth clients, combining discretionary portfolio management with standalone asset‑allocation advice. The firm integrates planning and investment implementation and uses options strategies (put‑writing and call‑writing) for a portion of client accounts.
Investment decisions are informed by a mix of approaches — including modern portfolio theory, fundamental, technical and cyclical analysis — and accounts are monitored with periodic formal reviews. For qualified clients, the firm offers performance‑based fee arrangements tied to overall account appreciation and employs high‑water‑mark provisions and written trade‑allocation procedures to mitigate related conflicts.
What distinguishes the firm compared with many peers is its willingness to provide performance‑based compensation structures and to implement option‑writing strategies as part of some client programs, practices that introduce additional risk considerations the firm documents and discloses. The firm does not sell insurance or receive insurance commissions (it may review existing policies only as part of planning), and a firm principal also serves as a FINRA arbitrator in an independent capacity.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$0 - $250,000: 2.00% $250,001 - $999,999: 1.50% $1,000,000+: 1.00%
$400 (negotiable depending on complexity and scope)
20% of the net increase in account value above prior high-water mark, assessed monthly
Account minimum: $500,000
Main office
10105 E Via Linda, Ste 103 Pmb 568
Scottsdale AZ 85258-5346
Advisors at this office
1
Most active in
Arizona · New Hampshire · Texas · Vermont
Also doing business as
Echelon Private Wealth LLC · Echelon Private Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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