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Equity Wealth Partners, LLC

● SEC registered since 2022CRD 317224SEC# 801-122943Independence, MO
Export (members)
Reg. AUM
$222.7M
Employees
7
Accounts
1,412
Location
Independence, MO

Equity Wealth Partners, LLC assets under management

Equity Wealth Partners, LLC is an SEC-registered investment adviser based in Independence, MO. The firm has been registered since 2022. It reports $222.7 million in regulatory assets under management and employs 7 people.

Equity Wealth Partners, LLC owners & executives

7 reported
NameTitleOwnershipSince
David Keith Gilmore ControlChief Compliance OfficerUnder 5%2022
Eldon Eugene Anderson ControlChief Executive OfficerUnder 5%2022
Ewp Holding, LLC ControlManaging MemberOver 75%2022
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Frequently asked questions

How much does Equity Wealth Partners, LLC manage?

Equity Wealth Partners, LLC reports $222.7 million in regulatory assets under management on its Form ADV.

How many employees does Equity Wealth Partners, LLC have?

Equity Wealth Partners, LLC reports 7 employees.

Where is Equity Wealth Partners, LLC located?

Equity Wealth Partners, LLC is based in Independence, MO and has been SEC-registered since 2022.

Does Equity Wealth Partners, LLC disclose fund performance?

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

Contact & registration

Address4700 S Cedar Crest Ct, Independence, MO 64055
Phone816-373-1068
Fax816-373-5859
Office hours8:30a.m. - 5:00p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$222.7M
Non-discretionary$0
Total (RAUM)$222.7M