Equinox Wealth Management

Overview

Equinox Wealth Management is a small, owner-operated advisory practice that focuses on portfolio management for individuals and small businesses. The firm bills on a percentage-of-assets-under-management basis and serves individual and family clients rather than institutional or retirement-plan sponsors. Ownership is listed as individual, and the advisory offering is not positioned as an ESG-focused or multi-state practice. Regulatory and operational descriptors indicate the firm does not act as a capital allocator, is not a pension consultant, and is not affiliated with a related adviser. The advisory activity cited is portfolio management for individuals and small businesses; the firm’s AUM profile shows its assets are managed on a non-discretionary basis.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices