EQUITTA ADVISORS LLC

Overview

Equitta Advisors LLC is an independent RIA focused on serving individuals and families with financial planning and discretionary portfolio management. The firm combines traditional asset management with insurance product distribution, acting as an insurance broker and seller of other financial products alongside its advisory work. Equitta runs fee-based relationships that include both percentage-of-AUM and fixed-fee engagements and appears to emphasize liquid, exchange-traded equity exposure as the primary driver of client portfolios. The firm is not positioned as an ESG specialist and does not identify as a multi-state adviser in its classification, though it maintains multiple office locations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices