← Back to searchVisit website
EQUITY WEALTH PARTNERS, LLC
CRD 317224 · SEC 801-122943
4700 S CEDAR CREST CT, INDEPENDENCE, MO, 64055, United States
Phone
816-373-1068
Fax
816-373-5859
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$258.6M
Discretionary AUM
$258.6M
Team
8 total employees; 6 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 895 | $179.8M |
| High net worth individuals | 44 | $78.2M |
States served
IL, IA, KS, NE, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD