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EQ Wealth Advisors LLC
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CRD # | 322294 |
SEC # | 801-126838 |
CIK # | |
AUM | $470.4 MM (2024-05-13) |
Employees | 9 (56% Investors, 33% Brokers) |
Phone | 214-389-6750 |
Address | 10000 North Central Express Way Dallas, TX 75231 |
Source | [IAPD] [Website] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 172 | 58.5 |
(b) Individuals (high net worth individuals) | 91 | 396.7 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 1 | 0.1 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 9 | 15.1 |
(n) Other | 0 | 0.0 |
Total | 786 | 470.4 |
By Discretionary | ||
Discretionary | 786 | 470.4 |
Non-Discretionary | 0 | 0.0 |
Total | 786 | 470.4 |
By Non-United States Persons | ||
Non-United States Persons | 0.2 | |
United States Persons | 470.2 | |
Total | 786 | 470.4 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
RTW Financial Advisors Inc
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|
TX | 0.5 |
Lazari Capital Management Inc
✚
|
CA | 0.5 |
Bryant Woods Investment Advisors LLC
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|
NY | 0.5 |
Andrew Garrett Inc
✚
|
NY | 0.5 |
Prospera Private Wealth LLC
✚
|
OK | 0.5 |
Hyposwiss Advisors Sa
✚
|
0.5 | |
44 Wealth Management LLC
✚
|
OR | 0.5 |
Ogorek Wealth Management LLC
✚
|
NY | 0.5 |
Cambridge Financial Group LLC
✚
|
AZ | 0.5 |
Kennedy Investment Group Inc
✚
|
NJ | 0.5 |