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ECONOLOGICS FINANCIAL ADVISORS
ECONOLOGICS FINANCIAL ADVISORS, LLC
CRD 125738 · SEC 801-79018
2401 WEST BAY DRIVE, SUITE 603, LARGO, FL, 33770, United States
Phone
727-588-1540
Fax
727-499-9860
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$183.2M
Discretionary AUM
$183.2M
Team
18 total employees; 6 advisory reps; 143 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 134 | $16.0M |
| High net worth individuals | 157 | $149.7M |
| Charitable organizations | 3 | $413K |
| Corporations/business entities | 34 | $10.9M |
States served
AL, AZ, AR, CA, CO, GA, IL, IN, IA, KS, KY, LA, MD, MA, MI, MN, MS, MT, NE, NV, NM, NY, NC, OH, OK, OR, PA, SC, TN, UT, VA, WI, MO, WA, TX, NH, FL
All web addresses on file
- http://www.WEALTHFORVETERINARIANS.COM
- http://www.PRACTICETRANSITIONASSESSMENT.COM
- http://www.WEALTHFORDENTISTS.COM
- https://www.tiktok.com/@financialbeastmode
- https://twitter.com/FinancialBeasts
- https://www.facebook.com/ericisyourbfff/
- http://www.WEALTHFORPTS.COM
- https://www.facebook.com/econologicsfinancial
- http://www.ECONOMETRY.COM
- http://www.financialbeastpodcast.com
- http://www.FINANCIALPROSPERITYINDEX.COM
- https://www.linkedin.com/company/econologics/
- https://econologicsfinancialadvisors.com
- https://financialbeast.podbean.com/
- https://www.linkedin.com/in/ericisyourbfff/
- http://financialbeastbook.com/
- http://www.WEALTHFOROPTOMETRISTS.COM
- http://www.ECONOLOGICS.COM
- https://www.financialpowerstatistics.com/survey/FPI
- http://www.wealthforpracticeowners.com/
- https://vimeo.com/econologics
- https://www.youtube.com/@EconologicsFinancialAdvisors
- https://www.youtube.com/@finbeastpodclips
- https://financialbeastforveterinarians.podbean.com/
- https://financialbeastforphysicaltherapists.podbean.com/
- https://econologics.zoom.us/ze/hub/EFA
- https://linktr.ee/econologics
Official SEC filing: View on IAPD