# ECOS WEALTH ADVISORS

ECOS WEALTH ADVISORS of CLARKSTON, MI is an SEC-registered investment adviser.

## Registration

- CRD: 328271
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/328271/brochure
- Similar advisers: https://search.stillhousedata.com/firm/328271/similar
- Related entities: https://search.stillhousedata.com/firm/328271/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/328271

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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.