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).

By the Numbers
  • Total Assets Under Management
    82
    MILLION
  • Total Number of Accounts
    374
    ACCOUNTS
  • Average Account Value
    $220,110
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

CO

Financial Advisors at Equipoise Wealth Management Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Susan H. O'grady
CRD#: 4362254
1728 Emerson Street, Denver, CO 80218
90
Wealthminder
score

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.

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