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- Custodian
- Fidelity/NFS ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
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
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Sarah Andrews Emanuels
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- 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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