Aequitas Equitas Wealth Management LLC
Aequitas Equitas Wealth Management LLC (CRD# 312693) is a financial advisory firm headquartered in , . They manage $7,022,130 in 61 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Aequitas Equitas Wealth Management LLC
By the Numbers
-
Total Assets Under Management7MILLION
-
Total Number of Accounts61ACCOUNTS
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Average Account Value$115,117
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
PA
Financial Advisors at Aequitas Equitas Wealth Management LLC
1
Brent Chavez (CRD# 4713806) is an Investment Advisor Representative working at Aequitas Equitas Wealth Management LLC in Riegelsville, PA and has over 20 years of experience in the finance industry.
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