Overview
Assets Under Management: $223 million
Headquarters: INDEPENDENCE, MO
High-Net-Worth Clients: 54
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 54
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 43.60
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,412
Discretionary Accounts: 1,412
Regulatory Filings
CRD Number: 317224
Filing ID: 1992988
Last Filing Date: 2025-05-24 15:36:00
Website: https://equitywp.com