EQUITY WEALTH PARTNERS, LLC

INDEPENDENCE, Missouri·3 registered advisors·CRD# 317224
SEC# 801-1229430816-373-1068
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 PlanningInvestment Management
04

Advisors at EQUITY WEALTH PARTNERS, LLC

3 registered advisors
David Keith Gilmore
INDEPENDENCE, Missouri
Eldon Eugene Anderson
INDEPENDENCE, Missouri
Jason Wayne Anderson
INDEPENDENCE, Missouri
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.