ECON Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$229,592,444
Clients
337
14% high-net worth
Advisors
4
of 7 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
84
HighAverage account size
$681,283
About
Econ Wealth Management serves individuals, families, trusts, charitable organizations and institutional clients, with a stated niche in managing accounts of roughly $250,000 or more while offering service levels for a range of client sizes. The firm provides personalized financial planning and in-house asset management across stocks, bonds, ETFs and mutual funds, and also advises clients on retirement-plan rollovers and offers participant education.
The firm applies both fundamental and technical analysis within a disciplined, active, team-based investment process, documenting objectives in an Investment Policy Statement and a Guided Portfolio Structure for each client. EWM typically manages client assets on a discretionary basis, emphasizes regular client communication, and tailors allocations and trading horizons to individual goals and risk tolerances.
Compared with many peers, EWM manages all assets internally rather than using third-party managers and discloses use of a range of less-common strategies and vehicles — including short-term trading, short sales, margin, options, interval funds, REITs and MLPs — when suitable for a client’s risk profile. The brochure also notes an hourly planning option and explicit rollover fiduciary guidance, reflecting service offerings and strategy complexity that may be greater than is typical for similar team firms.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Active portfolio management
Options & derivatives strategies
Real estate investing
Fee options
$0+: 0.60% +: up to 1.75%
$350 - $500 per hour
Account minimum: $250,000
Main office location
ECON Wealth Management
4755 Linglestown Road, Suite 204
Harrisburg PA 17112, United States
Number of offices
2
Most active in
ECON Wealth Management has reported serving >5 clients in these states in the last 12 months.
Florida · New Hampshire · Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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