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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-02-2018
- Office Locations
- 8
Office Locations
About EQ Wealth Management
EQ Wealth Management is a fiduciary advisory firm founded by Stephen Emanuels and J. Michael Quigley, providing tailored financial planning and investment management for retail and institutional clients. The team emphasizes client education and advocacy, pairing ETF and mutual-fund portfolio construction with tax, estate, and insurance/annuity planning. Bellevue, WA-based with a multi-office footprint including Boston; custody includes Fidelity/NFS.
Reported data analysis
What the numbers show
Between April 22, 2025 and April 29, 2026, reported AUM increased 30.3%, from $723.0M to $941.7M.
Across 5 reported observations, AUM increased 93.4% between June 23, 2022 and April 29, 2026, from $486.9M to $941.7M.
Of the latest reported AUM, 76.1% is discretionary and 23.9% is non-discretionary.
The firm reports 8 advisory representatives and 544 clients, or 68 clients per representative. That equates to $1.7M in reported AUM per client.
The profile lists 8 reported office locations and 8 years in operation. The source data was last updated on April 29, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full EQ Wealth Management record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
STEPHEN PATRICK EMANUELS
Managing Member
- CRD
- #3143866
- Ownership
- 50% but less than 75%
JOHN MICHAEL QUIGLEY
Chief Compliance Officer, Financial Advisor, Managing Member
- CRD
- #2556424
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
Sarah Andrews Emanuels
Financial Advisor
- CRD
- #7946212
COURTNEY O'KELLY HANRAHAN
Financial Advisor
- CRD
- #5470220
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $716,713,509 | $443,785 |
| Non-Discretionary | $225,001,923 | $261,326 |
| Total | $941,715,432 | $380,337 |
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Separately Managed Accounts
SMA allocation detail is available
EQ Wealth Management has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
EQ Wealth Management's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.