|
⚲
|
| Keyboard |
| EQ Wealth Advisors LLC
✚
|
|
|---|---|
| CRD # | 322294 |
| SEC # | 801-126838 |
| CIK # | 0002047572 |
| AUM | 617.0 M (2026-03-08) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 214-389-6750 |
| Address | 10000 North Central Express Way Dallas, TX 75231 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 4.6 | ||
| Microsoft Corp | 1.4 | ||
| Grayscale Bitcoin MINI Trust BTC | 1.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 198 | 87.1 |
| (b) Individuals (high net worth individuals) | 100 | 492.1 |
| (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 | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 6 | 29.0 |
| (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 | 5 | 8.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,037 | 617.0 |
| By Discretionary | ||
| Discretionary | 1,037 | 617.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,037 | 617.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 617.0 | |
| Total | 1,037 | 617.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002047572] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 2 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
CPA Asset Management Group LLC
✚
|
FL | 619.2 M |
|
Tri-Ad Capital Management I LLC
✚
|
CA | 619.0 M |
|
Alexander Labrunerie & Co Inc
✚
|
MO | 618.9 M |
|
Steadtrust LLC
✚
|
618.1 M | |
|
Aerie Advisory Group LLC
✚
|
WA | 618.1 M |
|
Hubbell Strickland Wealth Management LLC
✚
|
LA | 617.9 M |
|
Grey Ledge Advisors LLC
✚
|
CT | 616.0 M |
|
Stolper & Company
✚
|
CA | 615.7 M |
|
Envoy Advisory Inc
✚
|
CO | 615.0 M |
|
Financial Alternatives Inc
✚
|
CA | 614.8 M |