Overview
Assets Under Management: $185 million
Headquarters: LOS ANGELES, CA
High-Net-Worth Clients: 63
Average Client Assets: $2.9 million
Frequently Asked Questions
AEQUITAS WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #135893), AEQUITAS WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
AEQUITAS WEALTH MANAGEMENT, LLC is headquartered in LOS ANGELES, CA.
AEQUITAS WEALTH MANAGEMENT, LLC serves 63 high-net-worth clients according to their SEC filing dated April 16, 2018. View client details ↓
According to their SEC Form ADV, AEQUITAS WEALTH MANAGEMENT, LLC offers financial planning and portfolio management for individuals. View all service details ↓
AEQUITAS WEALTH MANAGEMENT, LLC manages $185 million in client assets according to their SEC filing dated April 16, 2018.
According to their SEC Form ADV, AEQUITAS WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 63
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.26%
Average Client Assets: $2.9 million
Total Client Accounts: 345
Discretionary Accounts: 345
Regulatory Filings
CRD Number: 135893
Filing ID: 1209820
Last Filing Date: 2018-04-16 18:41:00