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| Happy Holidays!! thanks for using AUM13F!! |
| Equity Wealth Partners LLC
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|---|---|
| CRD # | 317224 |
| SEC # | 801-122943 |
| CIK # | |
| AUM | $222.7 M (2025-05-24) |
| Employees | 7 (57% Investors, 14% Brokers) |
| Phone | 816-373-1068 |
| Address | 4700 S Cedar Crest Ct Independence, MO 64055 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 539 | 125.0 |
| (b) Individuals (high net worth individuals) | 54 | 97.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,412 | 222.7 |
| By Discretionary | ||
| Discretionary | 1,412 | 222.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,412 | 222.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 222.7 | |
| Total | 1,412 | 222.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Bennington Financial Planning Group
✚
|
VT | 0.2 |
|
Ridge Creek Global Inc
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|
0.2 | |
|
Pollock Investment Advisory Corporation
✚
|
0.2 | |
|
Westhampton Capital LLC
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|
NC | 0.2 |
|
Wharton Midmarket Investment Advisors Inc
✚
|
CT | 0.2 |
|
Cassedy Financial Group Inc
✚
|
FL | 0.2 |
|
Atlas Wealth Partners LLC
✚
|
PA | 0.2 |
|
Atwater Wealth Management Inc
✚
|
MA | 0.2 |
|
RIA Services LLC
✚
|
WI | 0.2 |
|
Legend Capital Advisors LLC
✚
|
NY | 0.2 |