This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=true related_bank=false bd_reps=2.0

Regulatory AUM

$81.8MItem 5.F on the latest filing (2026-06-11); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$81.8M

Private client RAUM

$81.8MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

0

Employees

8

Advisory employees

2

Offices

0Schedule D 1.F, beyond the principal office

Accounts

27,037

Individual clients

24,811

High net worth clients

2,226

Custody, client assets

$0

SEC number

801-122735

CRD

315589

Filings on the tape

20

First filed

Oct 21, 2021

Latest filed

Jun 11, 2026

Organised

Limited Liability Company, DE

• Occurred

  Nov 5, 2021
  Control person joined

  Yuchi Steven Wang (Member) appeared on Schedule A of Dasta Investments Llc

  Form ADVobserved 4 days ago
• Occurred

  Oct 21, 2021
  First Form ADV filing

  Echofi filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e3beabdb-e478-b505-ee8a-66caa51246f8

First observed

Oct 21, 2021

Last observed

Jun 11, 2026 3 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.