Equita Financial Network, Inc.

RIASEC Registered
Total AUM
$391M
Discretionary
$391M
100% of AUM
Avg account
$296K
Accounts
1,321
Employees
19
Advisory reps
18

Firm details

Headquarters
Fort Washington, Pennsylvania
CRD number
277031
Registered since
March 26, 2021
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI76.57%
  • Individuals23.39%
  • Charitable Organizations0.04%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Equita Financial Network, Inc. is an independently owned registered investment adviser that registered with the SEC in 2021. The firm positions itself as a wealth manager for individuals and families, offering financial planning, portfolio management for individuals and small businesses, and the ability to select and oversee outside advisers. Its fee arrangements are flexible — percentage of AUM, hourly charges, and fixed fees are all used depending on client needs. Equita serves as a capital allocator, directing client capital into third‑party managers and pooled vehicles rather than relying solely on in‑house proprietary products. The firm is not an active ESG investor and describes its client base as individual and family households. Equita received recognition from FA Magazine, being listed among Top RIA Firms in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 79%, Public Funds/Mutual Funds 17%, Cash & Cash Equivalents 2%, Non-Exchange Traded Equities 1%, State & Local Bonds 1%79%
  • Exchange Traded Equities79%
  • Public Funds/Mutual Funds17%
  • Cash & Cash Equivalents2%
  • Non-Exchange Traded Equities1%
  • State & Local Bonds1%

Contacts

3 of 18
  • Kathleen Burke

    Kathleen Burke

    Co-FounderCRD 5134624

  • Shehara Wooten

    Shehara Wooten

    FounderCRD 4501111

  • Diana Freeburg

    Diana Freeburg

    Lead Financial PlannerCRD 6950741

Unlock 15 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 77

Active vs passive

$366M in ETFs

Passive

66%

$240M

Active

34%

$126M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD MORNINGSTAR TOTAL STOCK MARKET INDEX FUND (VTI)VanguardPassiveLarge Blend$59.8M159,86616.37%

Location

Primary office

Fort Washington, PA

Montgomery

Location

Fort Washington, PA

Headquartered in Fort Washington, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Montgomery
Address
500 Office Center Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth