Eq Wealth Management

Eq Wealth Management (CRD# 291033) is a financial advisory firm headquartered in Bellevue, WA. They manage $593,745,099 in 1,874 accounts and serve the financial needs of clients across 9 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
    594
    MILLION
  • Total Number of Accounts
    1,874
    ACCOUNTS
  • Average Account Value
    $316,833
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
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, 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 25 years of experience in the finance industry.

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 29 years of experience in the finance industry.

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.

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 23 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 4 years of experience in the finance industry.

6
Audrea Sullivan, financial advisor Bellevue WA
Audrea J. Sullivan
CRD#: 6409402
Bellevue, WA

Audrea Sullivan (CRD# 6409402) is an Investment Advisor Representative working at Eq Wealth Management in Bellevue, WA and has 1 year 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.

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