Overview
Assets Under Management: $223 million
Headquarters: INDEPENDENCE, MO
High-Net-Worth Clients: 54
Average Client Assets: $2 million
Frequently Asked Questions
EQUITY WEALTH PARTNERS, 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 #317224), EQUITY WEALTH PARTNERS, LLC is subject to fiduciary duty under federal law.
EQUITY WEALTH PARTNERS, LLC is headquartered in INDEPENDENCE, MO.
EQUITY WEALTH PARTNERS, LLC serves 54 high-net-worth clients according to their SEC filing dated May 24, 2025. View client details ↓
According to their SEC Form ADV, EQUITY WEALTH PARTNERS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
EQUITY WEALTH PARTNERS, LLC manages $223 million in client assets according to their SEC filing dated May 24, 2025.
According to their SEC Form ADV, EQUITY WEALTH PARTNERS, 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: 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