Eq Wealth Management

Eq Wealth Management (CRD# 291033) is a financial advisory firm headquartered in Bellevue, WA. They manage $458,104,134 in 1,650 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
P. O. Box 53446, Bellevue, WA 98105
https://www.linkedin.com/company/eq-wm/about/
By the Numbers
  • Total Assets Under Management
    458
    MILLION
  • Total Number of Accounts
    1,650
    ACCOUNTS
  • Average Account Value
    $277,639
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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.

AZ, CA, FL, ID, MO, OR, TX, WA

Financial Advisors at Eq Wealth Management
Showing 1 - 6 of 6 top financial advisors.
1
Stephen Emanuels, financial advisor Bellevue WA
Stephen P. Emanuels
CRD#: 3143866
Bellevue, WA

Stephen Emanuels (CRD# 3143866) is an Investment Advisor Representative working at Eq Wealth Management in Bellevue, WA and has over 24 years of experience in the finance industry. Stephen Emanuels has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
John Quigley, financial advisor Bellevue WA
John M. Quigley
CRD#: 2556424
Bellevue, WA

John Quigley (CRD# 2556424) is an Investment Advisor Representative working at Eq Wealth Management in Bellevue, WA and has over 28 years of experience in the finance industry. John Quigley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Nathan Tepp, financial advisor Bellevue WA
Nathan E. Tepp
CRD#: 6381611
Bellevue, WA

Nathan Tepp (CRD# 6381611) is an Investment Advisor Representative working at Eq Wealth Management in Bellevue, WA and has over 9 years of experience in the finance industry. Nathan Tepp has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Michael Varga, financial advisor Bellevue WA
Michael J. Varga
CRD#: 4268825
Bellevue, WA

Michael Varga (CRD# 4268825) is an Investment Advisor Representative working at Eq Wealth Management in Bellevue, WA and has over 22 years of experience in the finance industry.

5
Jamika Parker, financial advisor Bellevue WA
Jamika S. Parker
CRD#: 7156838
Bellevue, WA

Jamika Parker (CRD# 7156838) is an Investment Advisor Representative working at Eq Wealth Management in Bellevue, WA and has over 3 years of experience in the finance industry.

6
David Ruehr, financial advisor Bellevue WA
David B. Ruehr
CRD#: 7403801
Bellevue, WA

David Ruehr (CRD# 7403801) is an Investment Advisor Representative working at Eq Wealth Management in Bellevue, WA and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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