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EQUITY WEALTH PARTNERS, LLC

Tel: 816-373-1068
4700 S Cedar Crest Ct
Independence, Missouri  64055

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EQUITY WEALTH PARTNERS, LLC

EQUITY WEALTH PARTNERS, LLC is a Independence, Missouri based financial advisory firm with nearly $222,749,040 in assets under management and provides investment advisory services for 1412 clients. There are currently 7 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

317224

SEC#:

801-122943

No. of Clients:

1412

Assets under Management

$222,749,040

No. of Advisors:

7

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