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EQUITY WEALTH PARTNERS, LLC
4700 S Cedar Crest Ct
Independence, Missouri 64055
Tel: 816-373-1068
About EQUITY WEALTH PARTNERS, LLC
EQUITY WEALTH PARTNERS, LLC, formally registered with the SEC as EQUITY WEALTH PARTNERS, LLC. The firm was established in 01/03/2022. They have over 1 offices throughout the country.
EQUITY WEALTH PARTNERS, LLC is a Independence, Missouri based Financial Planning firm with nearly $222,749,040 assets under management, offering retirement planning & investment advisory services to 1412 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 317224 |
| SEC# | 801-122943 |
| Assets Managed by Firm | $222,749,040 |
| No. of Clients | 1412 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1412 | $222,749,040 |
| Individuals (other than high net worth individuals) | 539 | $124,974,409 |
| High net worth individuals | 54 | $97,123,765 |
| Charitable organizations | Fewer than 5 clients | $650,866 |
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|---|---|---|---|
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