Equity Wealth Partners, LLC
Firm details
- Headquarters
- Independence, Missouri
- CRD number
- 317224
- Registered since
- January 3, 2022
- Website
- www.equitywp.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals69.51%
- HNWI30.24%
- Charitable Organizations0.24%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Equity Wealth Partners, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2022. The firm serves individuals and families, offering financial planning and portfolio management for individuals and small businesses. Its fee arrangements include percentage-of-AUM billing along with hourly and fixed-fee engagements. The firm’s reported investment preference tilts toward equities and exchange-traded vehicles; it does not identify as an active ESG investor.
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
- Exchange Traded Equities66%
- Public Funds/Mutual Funds23%
- Cash & Cash Equivalents7%
- Investment Grade Corp Bonds2%
- Other2%
Owners & executives
1 of 1
Jason Anderson
Chief Financial OfficerCRD 3239094
Contacts
3 of 7
Brian Ismert
Owner, Wealth Management AdvisorCRD 4330071
Derrick Barger
Wealth Management AdvisorCRD 7055484
Jeffrey Anger
Financial AdvisorCRD 8092382
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 54Active vs passive
$151M in ETFs
85%
$128M
13%
$22.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD MID-CAP INDEX FUND (VO) | Vanguard | Passive | Mid Cap Blend | $17.4M | 60,706 | 11.56% |
Location
Independence, MO
Jackson
Location
Independence, MO
Headquartered in Independence, MO, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- Jackson
- Address
- 4700 S Cedar Crest Ct
- Time zone
- CT (UTC-6)
- Office locations
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