Aequitas Wealth Management, LLC

Aequitas Wealth Management, LLC (CRD# 135893) is a financial advisory firm headquartered in Los Angeles, CA. They manage $140,715,700 in 298 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    141
    MILLION
  • Total Number of Accounts
    298
    ACCOUNTS
  • Average Account Value
    $472,200
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Aequitas Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Sarah M. Lewis
CRD#: 5231268
5465 S. Centinela Avenue, Los Angeles, CA 90066
93
Wealthminder
score

Sarah Lewis (CRD# 5231268) is an Investment Advisor Representative working at Aequitas Wealth Management, LLC in Los Angeles, CA and has over 10 years of experience in the finance industry.

2
Robert J. Lobb
CRD#: 4527677
5465 S. Centinela Avenue, Los Angeles, CA 90066
93
Wealthminder
score

Robert Lobb (CRD# 4527677) is an Investment Advisor Representative working at Aequitas Wealth Management, LLC in Los Angeles, CA and has over 11 years of experience in the finance industry.

3
Joseph P. Alexopoulos
CRD#: 2352055
1901 Avenue Of The Stars, 2nd Floor, Los Angeles, CA 90067
83
Wealthminder
score

Joseph Alexopoulos (CRD# 2352055) is an Investment Advisor Representative working at Aequitas Wealth Management, LLC in Los Angeles, CA and has over 23 years of experience in the finance industry.

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