EQUUS PRIVATE WEALTH MANAGEMENT LLC

CARBONDALE, Colorado·3 registered advisors·CRD# 144367

SEC# 801-809020970-963-9254

01

Firm Overview

AUM

$179M

Regulatory assets under management

Employees

5

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Portfolio management (individuals)

Compensation

Percentage of AUM

03

Specialties

Investment Management Fee-Only Advisory

04

Advisors at EQUUS PRIVATE WEALTH MANAGEMENT LLC

3 registered advisors

Mark William Spidell

CARBONDALE, Colorado

Matthew Austin Owings

CARBONDALE, Colorado

Ronald Vaughan Speaker

CARBONDALE, Colorado

05

Office Locations

CARBONDALE, Colorado

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Data sourced from SEC Form ADV filings. EQUUS PRIVATE WEALTH MANAGEMENT LLC (CRD# 144367) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.