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EQUITY WEALTH PARTNERS, LLC

UUID6c88f7c8-035b-5436-aa1d-e1dbd3633fe7
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:55
Updated2025-10-23 02:23:55

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 317224 317224 1.0
sec_file_number 801-122943 801-122943

Profile

Websitehttps://www.equitywp.com/
HQ CityINDEPENDENCE
HQ StateMO
HQ CountryUnited States
AUM (USD)
AUM As OfNone

ADV Metrics

Assets & Accounts

  • RAUM (total)222,749,040.0
  • RAUM (discretionary)222,749,040.0
  • Actionable assets97,774,631.0
  • Accounts1,412.0

Institutional Clients

  • Government AUM
  • Pension AUM
  • Charitable AUM650,866.0
  • HNW AUM97,123,765.0

As of 2025-05-24 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.