Aequitas Equitas Wealth Management LLC

Overview

Aequitas Equitas Wealth Management LLC operates as an independent registered investment adviser serving individuals and families. The firm emphasizes discretionary portfolio management alongside financial planning and pension consulting for individuals and small businesses. Investment activity is concentrated in publicly traded equities and exchange-traded products, with a clear tilt toward liquid, marketable securities rather than complex manager-of-managers structures. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements, which supports both ongoing portfolio relationships and project-based planning work. The adviser is not positioned as an ESG-focused manager, and it does not act as a capital allocator to outside managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices