Equity Wealth Partners, LLC
Equity Wealth Partners, LLC is an SEC-registered mass-market adviser in Independence, MO with $258.6M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Equity Wealth Partners, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 317224, SEC 801-122943, data through 2026-06-22.
- AUM (assets under management / regulatory AUM)
- $258.6M (2026-06-22)
- Firm type
- Mass-Market Adviser
- Location
- Independence, MO
- Employees
- 8
- Clients
- 939
- CRD
- 317224
- Ownership
- EWP HOLDING, LLC; ANDERSON, ELDON, EUGENE; GILMORE, DAVID, KEITH; ANDERSON, JASON, WAYNE; WINN, CHRISTOPHER, EDWARD
How much AUM does Equity Wealth Partners, LLC have?
Equity Wealth Partners, LLC reported $258.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-22).
Who owns Equity Wealth Partners, LLC?
Disclosed owners and executives of Equity Wealth Partners, LLC include EWP HOLDING, LLC, ANDERSON, ELDON, EUGENE, GILMORE, DAVID, KEITH, ANDERSON, JASON, WAYNE, WINN, CHRISTOPHER, EDWARD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.