ECF Wealth, Inc.

EST. AUM
$75,580,000

CONTACTS

CLIENT ACCOUNTS
160

Firm Details

Metro area Miami
CRD Number 323808
Website ecfwealth.com
Client types

Overview

ECF Wealth, Inc. is a boutique independent registered investment advisor and comprehensive wealth planning firm headquartered in Miami Beach, Florida, maintaining a multi-regional footprint that spans South Florida and Southern California. Founded and led by its President, Lawrence J. Weller—a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®)—the practice specializes in fiduciary capital management and strategic advisory for retail clients, corporate executives, and business owners. ECF Wealth leverages enterprise wealth management ecosystems, utilizing LPL Financial for primary clearing and custodial infrastructure along with eMoney for deep cash-flow modeling. The firm's core investment approach integrates active portfolio structuring with rigid tax-optimization protocols, actively managing the friction between pre-tax and post-tax wealth vehicles while protecting legacy distributions from estate erosion.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

ECF Wealth, Inc.

Platform Details

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