EQ Wealth Management

RIASEC Registered

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, SEC-registered RIA (registered in 2018) organized as a limited liability company under individual ownership. The firm serves both individual/family and institutional clients and bills advisory services as a percentage of assets under management. Its advisory menu includes financial planning, discretionary and non‑discretionary portfolio management for individuals, small businesses and pooled vehicles, manager selection, and educational workshops. EQ Wealth also operates as an insurance broker and acts as a capital allocator, deploying client capital to external managers and, in at least some cases, sponsoring or acting as general partner/managing member of pooled investment vehicles. The firm does not identify as an active ESG investor.