HEALTHEQUITY ADVISORS

Overview

Healthequity Advisors is an SEC‑registered LLC that provides portfolio management for individuals and small businesses. The firm’s client base is concentrated among individual and family relationships and its advisory model emphasizes high-volume retail accounts rather than a boutique high‑net‑worth focus. Fee arrangements include both percentage‑of‑AUM and fixed fees. The firm is not a capital allocator to external alternative managers and is not marked as an active ESG investor or pension consultant in its filing. Investment activity centers on public investment funds—primarily mutual funds and other pooled public vehicles—rather than direct allocations to private or third‑party alternative fund managers. The firm’s industry affiliation with a trust company and its custody relationship (see Assets & Accounts) support administration of pooled account structures and typical retail portfolio operations. Healthequity Advisors has been SEC‑registered since 2013 and is organized as a domestic entity.

Assets & Accounts

Investments & Alternatives

Location & Offices