Equipoise Wealth Management Inc.
Equipoise Wealth Management Inc. (CRD# 106456) is a financial advisory firm headquartered in Denver, CO. They manage $82,321,197 in 374 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management82MILLION
Total Number of Accounts374ACCOUNTS
Average Account Value$220,110
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Susan O'grady (CRD# 4362254) is an Investment Advisor Representative working at Equipoise Wealth Management Inc. in Denver, CO and has 1 year of experience in the finance industry. Susan O'grady 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.