E
CRD: 317224
Equity Wealth Partners, LLC
Independence, MO, 64055
8163731068
$258.6M Total AUM
$258.6M Disc. AUM
13.3% 3Y CAGR
8 Employees
939 ADV. Clients
4 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-03-2022
- Office Locations
- 2
Office Locations
3635 SW Fairlawn Rd. Ste. 3 Topeka KS
4700 S Cedar Crest CT Independence MO
About Equity Wealth Partners, LLC
Equity Wealth Partners, LLC is a Independence-based RIA with 2 offices. The firm has been operating for 4 years. Managing $258.6M in total assets under management, with 6 advisory representatives. They custody assets with Raymond James. Services offered include Charitable Giving, Financial Planning, Insurance.
Team overview
43 AVG AGE
$43.1M AVG AUM / ADVISOR
$275.4K AVG AUM / CLIENT
2.4 yrs AVG TENURE
8 Employees
6 Advisory Reps
6 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Element
Client Personas
Quantum bridge
Investment Themes
Insight timber Ember prime
Investment Vehicles
Vertex
Services
Beacon Optima crest Harbor Legacy
Owner & Executives
JASON WAYNE ANDERSON
Chief Financial Officer, Financial Advisor
- CRD
- #3239094
- Ownership
- Less than 5%
(793) 720-4319
signal.north@matrixcapital.com
in linkedin.com/in/bridge-crest
DAVID KEITH GILMORE
Chief Compliance Officer
- CRD
- #6104656
- Ownership
- Less than 5%
(730) 867-8314
vector.wave@peakcapital.com
in linkedin.com/in/timber-quantum
Showing 2 of 2 owners & executives
Unlock allContacts
ELDON EUGENE ANDERSON
Managing Partner
- CRD
- #1375171
(464) 905-4708
optima.delta@alphacapital.com
in linkedin.com/in/vital-harbor
P
Peyton Michael Anderson
--
- CRD
- #8208341
(266) 384-4815
catalyst.atlas@northcapital.com
in linkedin.com/in/ridge-pathway
E
Eagle legacy
Insight quantum
- CRD
- #47935
(357) 412-6818
fusion.capital@oakcapital.com
in linkedin.com/in/fusion-bridge
Showing 2 of 8 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $258,581,223 | $169,784 |
| Non-Discretionary | $0 | -- |
| Total | $258,581,223 | $169,784 |
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Separately Managed Accounts
Total SMA Asset: $258,581,223
Equity - Exchange:
26.0% Public Funds:
25.7% Cash:
17.3% Corporate - Investment Grade:
21.4% Other:
9.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $481,678,197 | 26.0% |
| Public Funds | $476,120,372 | 25.7% |
| Cash | $320,501,262 | 17.3% |
| Corporate - Investment Grade | $396,458,208 | 21.4% |
| Other | $177,850,411 | 9.6% |
| Total | $1,852,608,450 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| DELTA ATLAS | NORTH EMBER | 8464WUUHC | VPJE | 5.97% | $81,680,721 |
| RADIAL FUSION CAPITAL | HARBOR PATHWAY | 4XT3F5X0T | IONWX | 8.80% | $52,264,772 |
| PIONEER FRONTIER PEAK | BEACON FRONTIER | 7ZZ6W6YPN | FMGTI | 9.47% | $49,921,685 |
| WAVE OPTIMA ATLAS | EAGLE BRIDGE | 6E49TUB7U | IPH | 11.14% | $28,425,566 |
| FOUNDATION CREST | SIGNAL NORTH | WH7SEOUIE | IJRVT | 9.75% | $29,881,250 |
| SUMMIT ALPHA | CATALYST OAK | XIBX0LW7M | ZJORF | 4.87% | $61,557,857 |
| CAPITAL MOMENTUM PEAK | QUANTUM SIGNAL | FRI79FBAZ | ZPH | 7.47% | $98,115,258 |
| RADIAL NORTH | CAPITAL BEACON | V68FNT877 | CQD | 10.33% | $5,933,393 |