EQ WEALTH ADVISORS

Overview

EQ Wealth Advisors is an independent registered investment adviser organized as an LLC and SEC-registered in 2022. The firm serves both individuals and families as well as institutional clients, charging fees based on a percentage of assets under management. Its service mix includes financial planning, portfolio management for individuals and small businesses, and pension consulting. EQ Wealth Advisors also conducts insurance brokerage and other financial product sales as part of its business activities. The firm describes itself as an active ESG investor and does not function as a capital allocator, indicating it sources alternative exposure through external managers rather than operating its own fund-of-funds or direct-sourcing platform. Ownership is individual, and the adviser is not multi-state registered beyond its primary registration status.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices