EQ Wealth Advisors LLC

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Assets, Funds, Holdings

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EQ Wealth Advisors LLC
CRD #322294
SEC #801-126838
CIK #
AUM $470.4 MM (2024-05-13)
Employees 9 (56% Investors, 33% Brokers)
Phone214-389-6750
Address10000 North Central Express Way
Dallas, TX 75231
Source [IAPD] [Website]
Total AUM ($MM)
50040030020010002009201420192025
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
TX 0.5
Lazari Capital Management Inc
CA 0.5
Bryant Woods Investment Advisors LLC
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
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