Steven Richard Economopoulos
Investment adviser representative at Econ Wealth Management
11 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$232.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Econ Wealth Management LLCOct 2015 to now
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 2 states (NH, PA).
Econ Wealth Management
Legal name: Econ Financial Services Corporation
$232.1MAssets managed
337Clients
4Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3066139
- Firm CRD
- 226774