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ECHO45 ADVISORS LLC
CRD 307265File 801-118109
APPROVED
Retail clients
Custody
Filing as of Jun 18, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$227.4M
Below cohort median (national)
Discretionary AUM
$222.9M
Non-discretionary $4.5M
Clients
201
599 accounts
Employees
8
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Feb 24, 2020
- Principal office
- 1802 TICE VALLEY BLVD, WALNUT CREEK, CA, 94595
- Phone
- 877-432-4645
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $227.4M
- Discretionary AUM
- $222.9M
- Non-discretionary AUM
- $4.5M
- Discretionary accounts
- 567
- Non-discretionary accounts
- 32
- Total accounts
- 599
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $47K |
| High net worth individuals | 62 | $153.0M |
| Individuals (other than high net worth individuals) | 139 | $74.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- 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
- No
- 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.