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EQUITY WEALTH PARTNERS, LLC
EQUITY WEALTH PARTNERS, LLC
INDEPENDENCE, Missouri
·
3 registered advisors
·
CRD# 317224
SEC# 801-122943
0
816-373-1068
01
Firm Overview
AUM
$196M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at EQUITY WEALTH PARTNERS, LLC
3 registered advisors
David Keith Gilmore
INDEPENDENCE, Missouri
CRD# 6104656
Eldon Eugene Anderson
INDEPENDENCE, Missouri
CRD# 1375171
Jason Wayne Anderson
INDEPENDENCE, Missouri
CRD# 3239094
05
Office Locations
INDEPENDENCE, Missouri
3 advisors
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Data sourced from SEC Form ADV filings. EQUITY WEALTH PARTNERS, LLC (CRD# 317224) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.