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Phoenix, AZ Office

Team
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Eckman Wealth Management, LLC logo

Eckman Wealth Management, LLC

Team

Firm-wide stats for Eckman Wealth Management, LLC

Total advisors

5

Across 2 offices

Clients per advisor

57 Typical

Avg AUM per client

$258,301 Very Low

HNW client ratio

0% Very Low

About

Eckman Wealth Management is a small team adviser that serves individual and high‑net‑worth clients, charitable organizations and estates, managing roughly tens of millions of dollars for several hundred client relationships. The firm provides discretionary investment management alongside financial planning, consulting on retirement, real estate and insurance matters, and facilitates estate‑planning and tax‑related services as part of its offering.

The firm follows a top‑down, macro‑driven investment approach, emphasizes asset allocation over individual security selection, and primarily implements portfolios with ETFs supplemented by select mutual funds and individual securities; it generally maintains a long‑term, low‑turnover strategy with quarterly monitoring and periodic rebalancing and can adopt defensive cash positions in extreme market conditions. Accounts are typically custodied at a major custodian recommended by the firm, and the adviser delivers discretionary trading authority in most client relationships while occasionally accommodating non‑discretionary engagements.

Notable features in the firm’s ADV include facilitation of estate plans through a self‑guided digital platform and coordination with an outside law firm for attorney‑prepared documents, and disclosure that tax return preparation is available through an affiliated tax practice — services that extend beyond the standard planning scope of many peers. The brochure also discloses that several advisory personnel maintain insurance licenses and other outside business activities, and it reports prior regulatory orders concerning supervision and interstate registration, matters the firm says are addressed in its compliance program.

Based on Eckman Wealth Management, LLC

Expertise

General retirement planning General tax planning

Based on Eckman Wealth Management, LLC

Location

Phoenix AZ

Advisors at this office

4

Advisors at this office

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Logan C

Series 65

Phoenix, AZ

Eckman Wealth Management, LLC

Logan Colwell is a financial advisor at Eckman Wealth Management, LLC in Phoenix, AZ, holding a Series 65 designation with one year of industry experience. Prior to joining Eckman Wealth Management, he worked in construction and security roles, including serving with the United States Secret Service. He is co-owner and director of construction at Flaming Rooster Firestop Corporation and also operates a tax preparation business, CLC TAX, LLC. Eckman Wealth Management is a small team advisor serving individual and high-net-worth clients, charitable organizations, and estates. The firm offers discretionary investment management and financial planning, employing a macro-driven, asset allocation-focused investment approach with a long-term, low-turnover strategy.

General retirement planning General tax planning
user avatar

Clinton C

Series 65

Phoenix, AZ

Eckman Wealth Management, LLC

Clinton Carpenter is a financial advisor at Eckman Wealth Management, LLC in Phoenix, AZ, with 15 years at the firm and 10 years of industry experience. He holds a Series 65 credential. Outside of his advisory role, Mr. Carpenter owns and operates CLC Tax, LLC, through which he prepares individual tax returns. He also occasionally provides AML audits for unaffiliated firms. Eckman Wealth Management is a small team adviser serving individual and high-net-worth clients, charitable organizations, and estates. The firm offers discretionary investment management and financial planning, employing a top-down, macro-driven approach that emphasizes asset allocation, primarily using ETFs, mutual funds, and select individual securities.

General retirement planning General tax planning
user avatar

Kristofer V

Series 65

Phoenix, AZ

Eckman Wealth Management, LLC

Kristofer Venezia is a financial advisor at Eckman Wealth Management, LLC with seven years of industry experience. He holds a Series 65 designation and has worked in media and broadcasting roles, including as a per diem host at WNYC and freelance writer. Venezia also produces podcasts at Fordham University. Eckman Wealth Management serves individual and high-net-worth clients, charitable organizations, and estates, managing approximately tens of millions of dollars across several hundred relationships. The firm uses a top-down, macro-driven investment approach focused on asset allocation and generally implements portfolios with ETFs, mutual funds, and select individual securities.

General retirement planning General tax planning
user avatar

Daryl E

Series 63, Series 65

Phoenix, AZ

Eckman Wealth Management, LLC

Daryl Eckman is a financial advisor with Eckman Wealth Management, LLC, based in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at his current firm since 2012, with prior experience at Purshe Kaplan Sterling Investments and First Choice Wealth Management. Outside of advisory work, he is involved in the sale of fixed insurance products and manages a small farmland rental. Eckman Wealth Management is a small team adviser serving individual and high-net-worth clients, charitable organizations, and estates. The firm employs a top-down, macro-driven investment approach emphasizing asset allocation, primarily using ETFs along with select mutual funds and individual securities, and provides discretionary investment management alongside comprehensive financial planning and estate-related services.

General retirement planning General tax planning
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