Aequitas Wealth Management, LLC
Aequitas Wealth Management, LLC (CRD# 135893) is a financial advisory firm headquartered in Los Angeles, CA. They manage $263,322,000 in 619 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Aequitas Wealth Management, LLC
By the Numbers
-
Total Assets Under Management263MILLION
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Total Number of Accounts619ACCOUNTS
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Average Account Value$425,399
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Aequitas Wealth Management, LLC
No Advisor Found.
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