$89.8M Total AUM
$89.8M Disc. AUM
-- 3Y CAGR
2 Employees
109 ADV. Clients
9 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · Betterment · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-18-2017
- Office Locations
- 2
Office Locations
220 Mill Street STE #23 Milford OH
-- Erie PA
About Equitta Advisors LLC
Equitta Advisors is an RIA positioned as a financial ally for early-career physicians, delivering holistic financial planning and investment planning, including tax, insurance, and estate/charitable planning support. Portfolios show a strong ETF orientation and systematic asset-allocation approach. The firm supports modern custodian platforms such as Altruist and Betterment.
Team overview
37 AVG AGE
$44.9M AVG AUM / ADVISOR
$824.1K AVG AUM / CLIENT
6.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
9yrs Firm Age
Insights
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Asset Classes
Radial Crest matrix Quantum matrix Horizon
Client Personas
Unison Optima frontier
Custodian
Capital north Foundation Zenith
Investment Themes
Vertex Insight Delta delta Element capital Capital unison
Investment Vehicles
Vital Delta
Platform
Ridge pioneer
Services
Delta harbor Insight wave Meridian Prime unison Zenith Delta radial Eagle Quantum
Owner & Executives
J
JAMES WEY POMMERT
Associate, Chief Compliance Officer, Managing Member
- CRD
- #5487521
- Ownership
- 75% or more
(536) 919-2022
pathway.peak@quantumcapital.com
in linkedin.com/in/vital-eagle
Showing 1 of 1 owners & executives
Unlock allContacts
J
John Patrick Niebauer IV
Financial Advisor
- CRD
- #7383405
(806) 438-8683
ridge.glacier@valuecapital.com
in linkedin.com/in/element-horizon
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $89,825,206 | -- |
| Non-Discretionary | $0 | -- |
| Total | $89,825,206 | -- |
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Separately Managed Accounts
Total SMA Asset: $89,825,206
Equity - Exchange:
28.2% Equity - OTC:
51.3% Cash:
20.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,030,097,101 | 28.2% |
| Equity - OTC | $3,693,048,982 | 51.3% |
| Cash | $1,475,779,807 | 20.5% |
| Total | $7,198,925,890 | 100.0% |