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Eq Wealth Advisors, LLC

● SEC registered since 2022CRD 322294SEC# 801-126838Dallas, TX
Export (members)
Reg. AUM
$558.8M
Employees
4
Accounts
863
Location
Dallas, TX

Eq Wealth Advisors, LLC assets under management

Eq Wealth Advisors, LLC operates as an SEC-registered investment adviser based in Dallas, TX. The firm has been registered since 2022. It reports $558.8 million in regulatory assets under management and employs 4 people.
www.eqwealthadv.comView on SEC.gov ↗

Eq Wealth Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Patricia Harris ControlChief Compliance OfficerUnder 5%2024
Toby Scott Harris ControlManaging MemberOver 75%2022

Frequently asked questions

How much does Eq Wealth Advisors, LLC manage?

Eq Wealth Advisors, LLC reports $558.8 million in regulatory assets under management on its Form ADV.

How many employees does Eq Wealth Advisors, LLC have?

Eq Wealth Advisors, LLC reports 4 employees.

Where is Eq Wealth Advisors, LLC located?

Eq Wealth Advisors, LLC is based in Dallas, TX and has been SEC-registered since 2022.

Does Eq Wealth Advisors, LLC disclose fund performance?

Eq Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address10000 North Central Express Way, Suite 1350, Dallas, TX 75231
Phone214-389-6750
Fax214-389-6758
Office hours8:30a.m.-5p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$558.8M
Non-discretionary$0
Total (RAUM)$558.8M