EQUITY WEALTH PARTNERS, LLC
Adviser information for EQUITY WEALTH PARTNERS, LLC last updated from Form ADV on February 7th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Missouri, United States |
Employees
| Total Number of Employees | 7 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 1 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 4 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,329 | $195.9M |
| Non-Discretionary | 0 | $0 |
| Total | 1,329 | $195.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 531 | $117.0M |
| HNW Individuals | 46 | $78.2M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | <5 | $611,872 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $15,147 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 51-100 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-122943 |
|---|---|
| SEC ERA File Number | 801-122943 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 317224 |
| Legal Entity Identifier | None |
Principal Office
4700 S CEDAR CREST CTINDEPENDENCE
MO
United States
Monday - Friday, 8:30AM - 5:00PM
Tel: 816-373-1068, Fax: 816-373-5859
Websites
Chief Compliance Officer
DAVID K. GILMORE
FINANCIAL ADVISOR
4700 S CEDAR CREST CT
INDEPENDENCE
MO
United States
Tel:
816-373-1068
Fax:
816-373-5859
D************@***********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| EWP HOLDING, LLC | Domestic Entity | – | MANAGING MEMBER | 01/2022 | > 75% |
| ANDERSON, ELDON, EUGENE | Individual | – | CHIEF EXECUTIVE OFFICER | 01/2022 | < 5% |
| GILMORE, DAVID, KEITH | Individual | – | CHIEF COMPLIANCE OFFICER | 01/2022 | < 5% |
| ANDERSON, JASON, WAYNE | Individual | – | CHIEF FINANCIAL OFFICER | 01/2022 | < 5% |
| ANDERSON, ELDON, EUGENE | Individual | EWP HOLDING, LLC | MEMBER | 01/2022 | 25-50% |
| GILMORE, DAVID, KEITH | Individual | EWP HOLDING, LLC | MEMBER | 01/2022 | 25-50% |
| ANDERSON, JASON, WAYNE | Individual | EWP HOLDING, LLC | MEMBER | 01/2022 | 25-50% |