Echelon Group, Inc.
- Regulatory AUM
- $265M
- Discretionary
- $173M
- Clients
- 115
- Avg AUM / client
- $2.3M
- Accounts
- 247
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Jun 22, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 71 | $21.2M | 8.0% |
| High net worth individuals | 14 | $31.2M | 11.8% |
| Pension and profit sharing plans | 26 | $209M | 78.8% |
| State or municipal government entities | 1 | $1.3M | 0.49% |
| Corporations and other businesses | 3 | $2.4M | 0.89% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Development Workshop, Inc. Retirement Savings Plan Development Workshop, Inc. | 2024 | |
| Western Trailer Co. 401(k) Profit Sharing Plan Western Trailer Co. | 2024 | |
| Summerwinds 401(k) Plan Summerwinds Garden Centers, Inc. | 2024 | |
| Health West, Inc. 403(b) Retirement Plan Health West, Inc. | 2024 | |
| Spudnik Equipment Company Llc 401(k) Profit Sharing Plan Spudnik Equipment Company Llc | 2024 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Donald Lee Reiman | Owner | CFP Chartered Financial Consultant | Sep 2024 (2y) | 75% or more |
| Elizabeth Rose Langley | Cco | Sep 2024 (2y) | Less than 5% | |
| Nolan Lewis King | Registered representative | Nov 2024 (2y) | ||
| Dallas Wade Fagen | Registered representative | Feb 2026 (0y) | ||
| Jacob Kyle Ramirez | Registered representative | Mar 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (5)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Development Workshop, Inc. Retirement Savings Plan | Development Workshop, Inc. | 216 | $1.7M | 07/01/2024 |
| Western Trailer Co. 401(k) Profit Sharing Plan | Western Trailer Co. | 294 | $26.9M | 01/01/2024 |
| Summerwinds 401(k) Plan | Summerwinds Garden Centers, Inc. | 166 | $12.4M | 01/01/2024 |
| Health West, Inc. 403(b) Retirement Plan | Health West, Inc. | 303 | $11.4M | 01/01/2024 |
| Spudnik Equipment Company Llc 401(k) Profit Sharing Plan | Spudnik Equipment Company Llc | 511 | $21.5M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/22/2026 | 909 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $55.8M (21% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 22, 2026.
View current Form ADV (SEC/IAPD) ↗