EQ WEALTH MANAGEMENT
Firm details
- Headquarters
- ,
- CRD number
- 291033
- Registered since
- January 2, 2018
- Website
- www.eq-wm.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI95.3%
- Individuals4.49%
- Charitable Organizations0.2%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
EQ Wealth Management is an independent registered investment adviser organized as an LLC and SEC-registered since 2018. The firm is owner-operated and positions itself as a capital allocator to both individual/family and institutional clients. Its client-facing offerings center on percentage-of-AUM advisory fees, complemented by insurance brokerage capabilities and financial planning. Advisory services include discretionary and non-discretionary portfolio management for individuals, small businesses and pooled investment vehicles, selection of third‑party advisers, and educational seminars. EQ Wealth Management is not identified as an active ESG investor and is not flagged as a multi-state adviser in its snapshot. The firm also serves in sponsor/GP/managing-member roles for pooled vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds60%
- Exchange Traded Equities31%
- Other5%
- Cash & Cash Equivalents4%
Contacts
3 of 9AUDREA SULLIVAN
Client Service AssociateCRD 6409402
STEPHEN EMANUELS
Managing Member, Wealth AdvisorCRD 3143866
MICHAEL VARGA
Operations Team ManagerCRD 4268825
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 77Active vs passive
$430M in ETFs
56%
$242M
37%
$187M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES US EQUITY FACTOR ROTATION ACTIVE ETF (DYNF) | BlackRock | Active | Large Blend | $36.5M | 627,626 | 8.50% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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