Echelon Virtual Family Office, LLC

Echelon Virtual Family Office, LLC (CRD# 307166) is a financial advisory firm headquartered in Sarasota, FL. They manage $20,000,000 in 54 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1990 Main Street, Suite 750, Sarasota, FL 34236
https://www.facebook.com/echelonwealthstrategies
By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    54
    ACCOUNTS
  • Average Account Value
    $370,370
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NJ

Financial Advisors at Echelon Virtual Family Office, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Mark Wade, financial advisor Sarasota FL
Mark T. Wade
CRD#: 1215909
1990 Main Street, Suite 750, Sarasota, FL 34236

Mark Wade (CRD# 1215909) is an Investment Advisor Representative working at Echelon Virtual Family Office, LLC in Sarasota, FL and has over 38 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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