EQUITY WEALTH PARTNERS, LLC
Firm details
- Headquarters
- INDEPENDENCE, Missouri
- CRD number
- 317224
- Registered since
- January 3, 2022
- Website
- www.equitywp.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals69.51%
- HNWI30.24%
- Charitable Organizations0.24%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Equity Wealth Partners, LLC is an independent registered investment adviser that serves individual and family clients with financial planning and portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-AUM, hourly, and fixed fees and does not operate as a capital allocator. Its public filings indicate standard advisory services rather than institutional pension consulting or related-adviser structures. Equity Wealth Partners employs a public-equity-heavy approach to client portfolios, and its 13-F activity and SMA disclosures point to broad use of exchange-traded products as the primary vehicle for equity exposure. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities66%
- Public Funds/Mutual Funds23%
- Cash & Cash Equivalents7%
- Investment Grade Corp Bonds2%
- Other2%
Owners & executives
1 of 1JASON ANDERSON
Chief Financial OfficerCRD 3239094
Contacts
3 of 7BRIAN ISMERT
Owner, Wealth Management AdvisorCRD 4330071
Derrick Barger
Wealth Management AdvisorCRD 7055484
Jeffrey Anger
Financial AdvisorCRD 8092382
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 54Active vs passive
$151M in ETFs
85%
$128M
13%
$22.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MID-CAP INDEX FUND (VO) | Vanguard | Passive | Mid Cap Blend | $17.4M | 60,706 | 11.56% |
Location
INDEPENDENCE, MO
JACKSON
Location
INDEPENDENCE, MO
Headquartered in INDEPENDENCE, MO, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- JACKSON
- Address
- 4700 S Cedar Crest Ct
- Time zone
- CT (UTC-6)
- Office locations
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