Eq Wealth Advisors
Eq Wealth Advisors is an SEC-registered wealth manager in Dallas, TX with $617.0M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Eq Wealth Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 322294, SEC 801-126838, data through 2026-03-08.
- AUM (assets under management / regulatory AUM)
- $617.0M (2026-03-08)
- Firm type
- Wealth Manager
- Location
- Dallas, TX
- Employees
- 6
- Clients
- 303
- CRD
- 322294
- Ownership
- SAMPSON, TY, DAVID; HARRIS, TOBY, SCOTT; HARRIS, PATRICIA; WEICHBRODT, AUSTIN, ALFRED
How much AUM does Eq Wealth Advisors have?
Eq Wealth Advisors reported $617.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-08).
Who owns Eq Wealth Advisors?
Disclosed owners and executives of Eq Wealth Advisors include SAMPSON, TY, DAVID, HARRIS, TOBY, SCOTT, HARRIS, PATRICIA, WEICHBRODT, AUSTIN, ALFRED. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.