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- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-03-2022
- Office Locations
- 2
Office Locations
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.
Reported data analysis
What the numbers show
Between May 24, 2025 and June 22, 2026, reported AUM increased 16.1%, from $222.7M to $258.6M.
Across 5 reported observations, AUM increased 52.1% between August 29, 2022 and June 22, 2026, from $170.0M to $258.6M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 6 advisory representatives and 939 clients, or 156.5 clients per representative. That equates to $275.4K in reported AUM per client.
The profile lists 2 reported office locations and 4 years in operation. The source data was last updated on August 18, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Investment Themes
- Investment Vehicles
- Services
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The full Equity Wealth Partners, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JASON WAYNE ANDERSON
Chief Financial Officer, Financial Advisor
- CRD
- #3239094
- Ownership
- Less than 5%
DAVID KEITH GILMORE
Chief Compliance Officer
- CRD
- #6104656
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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ELDON EUGENE ANDERSON
Managing Partner
- CRD
- #1375171
Peyton Michael Anderson
Financial Advisor
- CRD
- #8208341
Showing 2 of 7 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Equity Wealth Partners, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Equity Wealth Partners, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.