Equity Wealth Partners, LLC

RIASEC Registered

Total AUM

$259M

Discretionary

$259M

100% of AUM

Avg account

$170K

Accounts

1,523

Employees

Advisory reps

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

FINTRX

Overview

Equity Wealth Partners, LLC is an independent RIA that provides financial planning and portfolio management for individuals and small businesses. The firm is SEC-registered (registration year 2022) and structures fees through a mix of percentage-of-AUM billing, hourly charges, and fixed fees. Client focus is on individual and family relationships rather than institutional mandates. The firm reports it is not an active ESG investor and does not operate as a capital allocator. Advisory services emphasize tailored planning and discretionary portfolio management. Custody and operational arrangements are routed through a single primary custodian (see Assets & Accounts), and the firm’s product mix leans toward exchange-traded instruments and pooled mutual funds alongside select third-party alternative managers.