Equity Wealth Partners, LLC

Equity Wealth Partners, LLC (CRD# 317224) is a financial advisory firm headquartered in Independence, MO. They manage $195,889,943 in 1,329 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
4700 S Cedar Crest Ct, Independence, MO 64055
https://www.equitywp.com/
By the Numbers
  • Total Assets Under Management
    196
    MILLION
  • Total Number of Accounts
    1,329
    ACCOUNTS
  • Average Account Value
    $147,397
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, IA, IL, KS, MO, NE, TX

Financial Advisors at Equity Wealth Partners, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Eldon Anderson, financial advisor Independence MO
Eldon E. Anderson
CRD#: 1375171
4700 S Cedar Crest Ct, Independence, MO 64055

Eldon Anderson (CRD# 1375171) is an Investment Advisor Representative working at Equity Wealth Partners, LLC in Independence, MO and has over 38 years of experience in the finance industry.

2
Jason Anderson, financial advisor Independence MO
Jason W. Anderson
CRD#: 3239094
4700 S Cedar Crest Ct, Independence, MO 64055

Jason Anderson (CRD# 3239094) is an Investment Advisor Representative working at Equity Wealth Partners, LLC in Independence, MO and has over 24 years of experience in the finance industry.

3
David Gilmore, financial advisor Independence MO
David K. Gilmore
CRD#: 6104656
4700 S Cedar Crest Ct, Independence, MO 64055

David Gilmore (CRD# 6104656) is an Investment Advisor Representative working at Equity Wealth Partners, LLC in Independence, MO and has over 11 years of experience in the finance industry.

4
Henry Whalen, financial advisor Independence MO
Henry D. Whalen
CRD#: 5059927
4700 S Cedar Crest Ct, Independence, MO 64055

Henry Whalen (CRD# 5059927) is an Investment Advisor Representative working at Equity Wealth Partners, LLC in Independence, MO and has over 17 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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