Eckman Wealth Management, LLC Employee Directory

Investment ManagementArizona, United States2-10 Employees

Eckman Wealth Management, LLC operates as a registered investment adviser offering advisory services to clients across multiple states, including Arizona, California, Colorado, Kansas, Louisiana, Missouri, New York, Texas, and Washington. Based in Phoenix, Arizona, the firm provides personalized investment guidance and transaction-related support through its registered status, with securities brokerage services provided by Purshe Kaplan Sterling Investments, Inc.; the two entities are not affiliated. The practice serves a small professional team and functions within the investment management industry, positioning itself to address clients’ individual investment needs and regulatory considerations by ensuring registration or exemptions where required. The firm notes that engagement with its services involves formal registration requirements and that responses involving securities transactions or personalized investment advice for compensation are contingent on appropriate registration or exemption. A recent development noted is the offering arrangement with Purshe Kaplan Sterling Investments, indicating a broader distribution channel for its advisory activities.

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