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ECON WEALTH MANAGEMENT
Legal name: ECON FINANCIAL SERVICES CORPORATION
CRD 226774File 801-104471
APPROVED
Retail clients
Custody
Filing as of Mar 10, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$232.1M
Below cohort median (national)
Discretionary AUM
$232.1M
Clients
337
869 accounts
Employees
7
Bottom 25% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jul 24, 2015
- Principal office
- 4755 LINGLESTOWN ROAD, SUITE 204, HARRISBURG, PA, 17112
- Phone
- 717-545-5870
- Website
- HTTP://WWW.ECONWEALTH.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $232.1M
- Discretionary AUM
- $232.1M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 869
- Non-discretionary accounts
- 0
- Total accounts
- 869
- AUM per client
- $689K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $2.5M |
| High net worth individuals | 47 | $116.8M |
| Individuals (other than high net worth individuals) | 290 | $112.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 307 | 337 | increased by30 |
| Apr 1, 2026 | AUM | $192,666,673 | $232,083,037 | increased by$39,416,364 |
| Apr 1, 2026 | Accounts | 746 | 869 | increased by123 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 10 | 7 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 265 | 307 | increased by42 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $153,525,218 | $192,666,673 | increased by$39,141,455 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 643 | 746 | increased by103 |
| Mar 1, 2022 | Employees | 6 | 10 | increased by4 |
| Mar 1, 2022 | Clients | 258 | 265 | increased by7 |
| Mar 1, 2022 | AUM | $136,151,287 | $153,525,218 | increased by$17,373,931 |
| Mar 1, 2022 | Accounts | 623 | 643 | increased by20 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ECON WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ECON WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.