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- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-15-2019
- Office Locations
- 1
Office Locations
About Equinox Wealth Management
Equinox Wealth Management is a Santa Cruz, CA wealth management firm providing customized investment advisory and financial planning for individuals, families, and small business owners. The practice emphasizes long-term, confidential relationships across life stages and market cycles, with portfolio construction focused on asset allocation and risk management using vehicles such as ETFs and mutual funds. Custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
KRISTEN MARINOVIC
Chief Compliance Officer, Owner, President
- CRD
- #1473689
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $75,559,132 | -- |
| Non-Discretionary | $8,341,331 | -- |
| Total | $83,900,463 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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