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EQ WEALTH MANAGEMENT
EQ, LLC
CRD 291033 · SEC 801-112224
AZ, United States
Phone
425-434-1000
Fax
855-824-7473
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$941.7M
Discretionary AUM
$716.7M
Team
15 total employees; 8 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 156 | $42.3M |
| High net worth individuals | 369 | $897.5M |
| Charitable organizations | 19 | $1.9M |
States served
AZ, CA, CO, ID, MA, NY, OR, MO, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD