Equanimity Financial Partners
Equanimity Financial Partners is an SEC-registered mass-market adviser in Pasadena, CA with $234.3M assets under management (AUM, regulatory AUM), +40% over one year. See who owns Equanimity Financial Partners: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 152050, SEC 801-70851, data through 2026-06-18.
- AUM (assets under management / regulatory AUM)
- $234.3M (2026-06-18)
- Firm type
- Mass-Market Adviser
- Location
- Pasadena, CA
- Employees
- 4
- Clients
- 665
- CRD
- 152050
- Ownership
- BIEL, RICKY, ENRIQUE; HAYDEL, CHRISTOPHER, JUDE; BIEL, RICKY; HAYDEL, CHRISTOPHER
How much AUM does Equanimity Financial Partners have?
Equanimity Financial Partners reported $234.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-18).
Who owns Equanimity Financial Partners?
Disclosed owners and executives of Equanimity Financial Partners include BIEL, RICKY, ENRIQUE, HAYDEL, CHRISTOPHER, JUDE, BIEL, RICKY, HAYDEL, CHRISTOPHER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.