Equal Voices Wealth LLC

Overview

Equal Voices Wealth LLC is an independent, individual-owned advisory firm organized as an LLC that focuses on serving individuals and families. The firm provides financial planning, portfolio management for individuals and small businesses, and runs educational seminars and workshops. Its client billing mixes asset-based fees with hourly and fixed-fee arrangements. The firm is state-registered in California, Minnesota, New York, Oregon, and Washington. Equal Voices does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices