Fang E. Huang

ECHO WEALTH MANAGEMENT

PLYMOUTH, MN 55441

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CRD#: 2979581

Professional summary

Fang Echo Huang, CFA, CFP®, who also goes by Fang Echo, is a registered financial advisor currently at ECHO WEALTH MANAGEMENT, LLC located in Plymouth, Minnesota.

Fang is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Fang has worked at 5 firms and has passed the Series 63, Series 65, SIE, Series 7, Series 6, Series 24 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Fang Echo

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

03/03/2015: FANG ECHO HUANG, SOLE PROPRIETOR; PLYMOUTH, MN; NON-VARIABLE INSURANCE; TIME SPENT 3%.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Fang Echo Huang's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFA

Chartered Financial Analyst

CFP^®

Certified Financial Planner

Start date: 2001

Experience

Current

March 11, 2015 - Present

ECHO WEALTH MANAGEMENT, LLC

Office #1: 3033 Campus Drive Suite W110, Plymouth, MN 55441

RIA

CRD#: 174136

PLYMOUTH, MN

Past

December 16, 2013 - March 26, 2015

THE ADVOCATE GROUP, LLC

RIA

CRD#: 155270

MINNETONKA, MN

Past

February 26, 2003 - March 4, 2015

LPL FINANCIAL LLC

CRD#: 6413

MINNETONKA, MN

Past

August 21, 2001 - February 26, 2003

BIRCHTREE FINANCIAL SERVICES LLC

CRD#: 15014

MINNEAPOLIS, MN

Past

December 22, 1997 - October 27, 1998

WMA SECURITIES, INC.

CRD#: 32625

DULUTH, GA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ECHO WEALTH MANAGEMENT, LLC

CRD#: 174136 / SEC#: 801-117873

RIA

Registered Investment Advisory firm - (1/3/2020 Approved)

Minnesota

Registered Investment Advisory firm - (2/25/2020 Terminated)

Texas

Registered Investment Advisory firm - (2/24/2020 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Minnesota
(3/11/2015)

IAR

Texas
(3/29/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 8/24/2001

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 4/14/2001

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 3/4/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/20/2001

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/13/1997

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/24/2005

General Securities Principal Examination

Principal/Supervisory Exam

Series 26

Date: 12/29/1997

Investment Company Products/Variable Contracts Principal Examination

Current Firm

ECHO WEALTH MANAGEMENT, LLC

CRD#: 174136 / SEC#: 801-117873

RIA

Registered Investment Advisory firm - (1/3/2020 Approved)

Minnesota

Registered Investment Advisory firm - (2/25/2020 Terminated)

Texas

Registered Investment Advisory firm - (2/24/2020 Terminated)

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Contact information

Main Address

3033 Campus Drive Suite N145, Plymouth, MN 55441-2651

Mailing Address

Phone number

(763) 432-7875

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EWM FORM ADV PART 2A (3/24/2025)

Regulatory assets under management

Total Number of Accounts	645
AUM (Assets Under Management)	$ 245,168,754

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Fang E. Huang

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Fang Echo Huang's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE ADVOCATE GROUP, LLC

LPL FINANCIAL LLC

BIRCHTREE FINANCIAL SERVICES LLC

WMA SECURITIES, INC.

Primary Firm SEC Registration

ECHO WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 8/24/2001

Series 65

Date: 4/14/2001

SIE

Date: 3/4/2015

Series 7

Date: 8/20/2001

Series 6

Date: 12/13/1997

Series 24

Date: 8/24/2005

Series 26

Date: 12/29/1997

Current Firm

ECHO WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ECHO WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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