ECOS WEALTH ADVISORS

ECOS WEALTH ADVISORS of CLARKSTON, MI is an SEC-registered investment adviser (CRD 328271). Regulatory assets under management: $86.9M.

Registration

• CRD: 328271
• Type: Registered investment adviser
• Location: 5900 LORAC SUITE #103, CLARKSTON, MI, 48346
• Phone: (248) 942-4842
• Latest filing: 2026-06-10
• Regulatory AUM: $86.9M
• Discretionary AUM: $84.1M
• Non-discretionary AUM: $2.8M
• Clients: 3
• Accounts: 681

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 328271 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search