Equus Private Wealth Management LLC

Equus Private Wealth Management LLC (CRD# 144367) is a financial advisory firm headquartered in Carbondale, CO. They manage $125,304,628 in 26 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    125
    MILLION
  • Total Number of Accounts
    26
    ACCOUNTS
  • Average Account Value
    $4,819,409
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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 Equus Private Wealth Management LLC
Showing 1 - 3 of 3 top financial advisors.
1
Matthew A. Owings
CRD#: 5632831
55 N. 4th Street, Carbondale, CO 81623
90
Wealthminder
score

Matthew Owings (CRD# 5632831) is an Investment Advisor Representative working at Equus Private Wealth Management LLC in Carbondale, CO and has over 4 years of experience in the finance industry.

2
Ronald V. Speaker
CRD#: 2660164
55 N. 4th Street, Carbondale, CO 81623
70
Wealthminder
score

Ronald Speaker (CRD# 2660164) is an Investment Advisor Representative working at Equus Private Wealth Management LLC in Carbondale, CO and has 1 year of experience in the finance industry.

3
Scott D. Hanley
CRD#: 6411502
55 N. 4th Street, Carbondale, CO 81623
68
Wealthminder
score

Scott Hanley (CRD# 6411502) is an Investment Advisor Representative working at Equus Private Wealth Management LLC in Carbondale, CO and has over 2 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.