EQ, LLC
Doing business as EQ WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$941,715,432
Discretionary
$716,713,509
Non-discretionary
$225,001,923
Firm details
- CRD number
- 291033
- SEC file number
- 801-112224
- Employees
- 15
- SEC status
- Approved
- Website
- HTTPS://WWW.EQWM.COM/
- Fee structure
-
Percentage of AUM
As of October 2026.