ECHELON PRIVATE WEALTH LLC

ECHELON PRIVATE WEALTH LLC of SCOTTSDALE, AZ is an SEC-registered investment adviser (CRD 312446). Regulatory assets under management: $20.5M.

Registration

• CRD: 312446
• Type: Registered investment adviser
• Location: 10105 E VIA LINDA, SCOTTSDALE, AZ, 85258-5346
• Phone: 602-319-4735
• Latest filing: 2026-05-15
• Regulatory AUM: $20.5M
• Discretionary AUM: $20.5M
• Clients: 1
• Accounts: 89

Business model

Compensation: % of AUM, Hourly, Performance.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 312446 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search