ECON WEALTH MANAGEMENT
SEC RegisteredREAL. ACTIVE. SOLUTIONS.
About the firm
Econ Wealth Management was founded in 2005 by Steve Economopoulos with a belief that clients deserved a better financial experience built on trust, transparency, and personal connection. The firm values lasting client relationships, a team-based approach to planning, and a genuine commitment to the community. Today, it helps clients achieve their goals with personalized guidance and a shared sense of purpose.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Legacy planning including coordinated estate strategies, family continuity and education, and objective-based planning; retirement planning including income distribution, account consolidation, and goal-based financial plans; business planning including 401(k) advisory service, business tax planning, and lending solutions.
Who they serve
Clients and their families, including business owners, individuals planning for retirement, and those with complex estates or multi-generational goals.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 290 | $113M |
| High Net Worth Individuals | 47 | $117M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
6 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of March 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ECON WEALTH MANAGEMENT has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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