EQUITY WEALTH PARTNERS, LLC
Tel: 816-373-1068 4700 S Cedar Crest Ct Independence, Missouri 64055
About EQUITY WEALTH PARTNERS, LLC
EQUITY WEALTH PARTNERS, LLC is a Independence, Missouri based financial advisory firm with nearly $222,749,040 in assets under management and provides investment advisory services for 1412 clients. There are currently 7 financial advisors at the firm.
General Information
Firm CRD#:
317224
Firm SEC#:
801-122943
Assets Under Management:
$222,749,040
No. of Clients:
1412
No. of Advisors:
7
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
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