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).
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Total Assets Under Management196MILLION
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Total Number of Accounts1,329ACCOUNTS
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Average Account Value$147,397
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, IA, IL, KS, MO, NE, TX
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.
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.
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.
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.