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EQ WEALTH ADVISORS
EQ WEALTH ADVISORS, LLC
CRD 322294 · SEC 801-126838
10000 NORTH CENTRAL EXPRESS WAY, SUITE 1350, DALLAS, TX, 75231, United States
Phone
214-389-6750
Fax
214-389-6758
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$617.0M
Discretionary AUM
$617.0M
Team
6 total employees; 4 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 198 | $87.1M |
| High net worth individuals | 100 | $492.1M |
| Other investment advisers | 6 | $29.0M |
| Corporations/business entities | 5 | $8.9M |
States served
CA, LA, MT, NV, TX, FL
All web addresses on file
Official SEC filing: View on IAPD