ECHELON VIRTUAL FAMILY OFFICE, LLC

ECHELON VIRTUAL FAMILY OFFICE, LLC of SARASOTA, FL is an SEC-registered investment adviser (CRD 307166). Regulatory assets under management: $23.8M.

Registration

• CRD: 307166
• Type: Registered investment adviser
• Location: 1990 MAIN STREET, SARASOTA, FL, 34236
• Phone: (888) 892-9882
• Latest filing: 2026-02-05
• Regulatory AUM: $23.8M
• Discretionary AUM: $23.8M
• Clients: 1
• Accounts: 43

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 307166 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search