Eckman Wealth Management, Llc
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ADV data as of Jul 14, 2026
- Regulatory AUM
- $73.9M
- Discretionary
- $73.9M
- Clients
- 287
- Avg AUM / client
- $258K
- Accounts
- 605
- Employees
- 5
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 286 | $73.9M | 100.0% |
| Charitable organizations | 1 | $34.7K | 0.05% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Daryl David Eckman | Registered representative | Feb 2012 (15y) | ||
| Clinton Lee Carpenter | Registered representative | Feb 2016 (10y) | ||
| Kristofer J Venezia | Registered representative | May 2019 (7y) | ||
| Sasha Harway Antman | Registered representative | Oct 2024 (2y) | ||
| Logan Colwell | Registered representative | Jan 2026 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/14/2026 | 1.3 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $62.3M (84% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 14, 2026.
View current Form ADV (SEC/IAPD) ↗