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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-02-2024
- Office Locations
- 1
Office Locations
About Artstone Private Wealth
Equity Comp FP is a Utah-registered RIA focused on high-earning tech executives and young professionals with complex equity compensation. The firm provides financial planning with a heavy emphasis on stock option/RSU strategy and proactive tax planning, plus ongoing advice through a structured meeting cadence. Portfolios are implemented primarily with ETFs in managed accounts, with flexible direct billing.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DANIEL MCKAY ALLGAIER
Chief Compliance Officer, Investment Advisor Representative, President
- CRD
- #6027534
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,124,669 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,124,669 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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