← Back to searchVisit website
WEALTHEQ
WEALTHEQ LLC
CRD 324498
1804 ALPINE DR, ERIE, CO, 80516, United States
Phone
720-636-1998
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$26.4M
Discretionary AUM
$26.4M
Team
1 total employees; 1 advisory reps; 12 broker-dealer reps
Clients
1-10
Fees
Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 11 | $25.6M |
| Insurance companies | 1 | $850K |
All web addresses on file
Official SEC filing: View on IAPD