CRD: 312693
Aequitas Equitas Wealth Management LLC
$11.7M Total AUM
$11.7M Disc. AUM
-- 3Y CAGR
2 Employees
44 ADV. Clients
5 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-29-2021
- Office Locations
- 1
Office Locations
-- Riegelsville PA
About Aequitas Equitas Wealth Management LLC
Aequitas Equitas Wealth Management LLC is a Riegelsville-based RIA. The firm has been operating for 5 years. Managing $11.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$11.7M AVG AUM / ADVISOR
$265.3K AVG AUM / CLIENT
5.2 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
BRENT EMMANUEL CHAVEZ
Chief Compliance Officer, Managing Member
- CRD
- #4713806
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,672,086 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,672,086 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing