EQ Wealth Advisors
Firm details
- Headquarters
- Dallas, Texas
- CRD number
- 322294
- Registered since
- November 7, 2022
- Website
- eqwealthadv.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI79.75%
- Individuals14.11%
- Other Investment Advisers4.7%
- Corporations / Businesses1.44%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
EQ Wealth Advisors is an independent, SEC-registered registered investment adviser organized as an LLC and entered SEC registration in 2022. The firm is owned by an individual and serves both individual/family and institutional clients. Its advisory offerings center on financial planning, portfolio management for individuals and small businesses, and pension consulting, while it also operates as an insurance broker and sells other financial products. Compensation is primarily a percentage-of-assets-under-management fee. The firm reports being an active ESG investor and does not act as a capital allocator or a separate related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds89%
- Exchange Traded Equities6%
- Cash & Cash Equivalents4%
- State & Local Bonds1%
- Sovereign Bonds1%
Owners & executives
2 of 2Patricia Harris
Chief Compliance OfficerCRD 7886548
Toby Harris
Founder & Chief Exceutive OfficerCRD 4791779
Contacts
2 of 2
Taylor Reasoner
Associate Wealth AdvisorCRD 7586264
Gary Ahr
Senior Wealth AdvisorCRD 719576
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 52Active vs passive
$203M in ETFs
21%
$41.5M
72%
$161M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND (PYLD) | PIMCO | Active | Multisector Bond | $18.8M | 710,027 | 9.29% |
Location
Dallas, TX
Dallas
Location
Dallas, TX
Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Dallas
- Address
- 10000 N Central Expy
- Time zone
- CT (UTC-6)
- Office locations
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