EQ Wealth Management

RIASEC RegisteredEst. 2018

Total AUM

$942M

Discretionary

$717M

76% of AUM

Avg account

$380K

Accounts

2,476

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 291033
Registered since: January 2, 2018
Website: www.eq-wm.com
Custodians: NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM
Client types: HNWI95.3%
Individuals4.49%
Charitable Organizations0.2%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

EQ Wealth Management is an independent, owner-operated registered investment adviser organized as an LLC and founded in 2018. The firm positions itself as a fee-based wealth manager and capital allocator for both individual/family and institutional clients. Its advisory offering spans financial planning, discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, selection of third‑party advisers, and educational seminars. EQ also operates as an insurance broker and has acted as sponsor, general partner, or managing member of pooled vehicles. The firm charges fees based on a percentage of assets under management and does not emphasize ESG investing. It identifies as a capital allocator that supplements public-market strategies with selected private and alternative exposures.