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AEQUITAS WEALTH MANAGEMENT, LLC
AEQUITAS WEALTH MANAGEMENT, LLC
LOS ANGELES, California
·
3 registered advisors
·
CRD# 135893
SEC# 801-70713
0
310-956-3800
01
Firm Overview
AUM
$263M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Other
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at AEQUITAS WEALTH MANAGEMENT, LLC
3 registered advisors
Joseph Peter Alexopoulos
LOS ANGELES, California
CRD# 2352055
Kyle William Jones
LOS ANGELES, California
CRD# 5667904
Sarah Marie Lewis
LOS ANGELES, California
CRD# 5231268
05
Office Locations
LOS ANGELES, California
3 advisors
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Data sourced from SEC Form ADV filings. AEQUITAS WEALTH MANAGEMENT, LLC (CRD# 135893) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.