# ECHELON VIRTUAL FAMILY OFFICE, LLC

ECHELON VIRTUAL FAMILY OFFICE, LLC of SARASOTA, FL is an SEC-registered investment adviser.

## Registration

- CRD: 307166
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/307166/brochure
- Similar advisers: https://search.stillhousedata.com/firm/307166/similar
- Related entities: https://search.stillhousedata.com/firm/307166/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/307166

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.