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Sarah Marie Lewis

AEQUITAS WEALTH MANAGEMENT, LLC·LOS ANGELES, California
Unclaimed Profile
5465 S. CENTINELA AVENUE, LOS ANGELES, CA 90066CRD# 5231268Firm CRD# 135893
01

About

Sarah Marie Lewis is a registered financial advisor based in LOS ANGELES, California, affiliated with AEQUITAS WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
AEQUITAS WEALTH MANAGEMENT, LLC
AEQUITAS WEALTH MANAGEMENT, LLC
AUM
$263M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at AEQUITAS WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5231268
Firm CRD# 135893
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Sarah Marie Lewis offer?
Sarah Marie Lewis specializes in Financial Planning, Investment Management. Contact their office in LOS ANGELES, California for a consultation.
What are Sarah Marie Lewis's credentials?
Sarah Marie Lewis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sarah Marie Lewis located?
Sarah Marie Lewis is based in LOS ANGELES, California, working with AEQUITAS WEALTH MANAGEMENT, LLC. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.
How does Sarah Marie Lewis charge for services?
Sarah Marie Lewis's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AEQUITAS WEALTH MANAGEMENT, LLC?
AEQUITAS WEALTH MANAGEMENT, LLC has approximately 4 employees and manages $263M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at AEQUITAS WEALTH MANAGEMENT, LLC

Joseph Peter Alexopoulos
LOS ANGELES, CA
Kyle William Jones
LOS ANGELES, CA

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Research
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