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| Equity Wealth Partners LLC
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| |
|---|---|
| CRD # | 317224 |
| SEC # | 801-122943 |
| CIK # | |
| AUM | $195.9 MM (2024-08-05) |
| Employees | 7 (57% Investors, 14% Brokers) |
| Phone | 816-373-1068 |
| Address | 4700 S Cedar Crest Ct Independence, MO 64055 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 531 | 117.0 |
| (b) Individuals (high net worth individuals) | 46 | 78.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,329 | 195.9 |
| By Discretionary | ||
| Discretionary | 1,329 | 195.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,329 | 195.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 195.9 | |
| Total | 1,329 | 195.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Prosperity Advisory Group LLC
✚
|
NY | 0.2 |
|
We Alliance Wealth Advisors Inc
✚
|
CA | 0.2 |
|
Boston Mountain Money Management Inc
✚
|
AR | 0.2 |
|
Capital Advisory Group Inc
✚
|
TX | 0.2 |
|
Woodside Wealth Management LLC
✚
|
MA | 0.2 |
|
Graham Capital Wealth Management LLC
✚
|
DC | 0.2 |
|
Global Financial Advisory Services Inc
✚
|
CA | 0.2 |
|
Codex Capital LLC
✚
|
TX | 0.2 |
|
Warnke/Nichols Ltd
✚
|
WI | 0.2 |
|
Sander Capital Advisors Inc
✚
|
WA | 0.2 |