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| Equity Wealth Partners LLC
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|---|---|
| CRD # | 317224 |
| SEC # | 801-122943 |
| CIK # | 0002097037 |
| AUM | 258.6 M (2026-06-22) |
| Employees | 8 (75% Investors, 12% Brokers) |
| Phone | 816-373-1068 |
| Address | 4700 S Cedar Crest Ct Independence, MO 64055 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 2.3 | ||
| Ameriprise Financial Inc | 1.4 | ||
| Palantir Technologies Inc | 1.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 895 | 179.8 |
| (b) Individuals (high net worth individuals) | 44 | 78.2 |
| (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 | 0.6 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,523 | 258.6 |
| By Discretionary | ||
| Discretionary | 1,523 | 258.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,523 | 258.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 258.6 | |
| Total | 1,523 | 258.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002097037] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
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