SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Eq Wealth Advisors
Dallas, TX
Eq Wealth Advisors, LLC, CRD 322294
Firm filing updated March 8, 2026 ·
- $617MAssets
- 309Clients
- 4Advisory staff
- 1,037Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals198
- High net worth individuals100
- Other investment advisors6
- Corporations or other businesses5
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 198 | $87.1 million |
| High net worth individuals | 100 | $492.1 million |
| Other investment advisors | 6 | $29.0 million |
| Corporations or other businesses not listed above | 5 | $8.9 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Assets and accounts
- Regulatory assets$617.0 million
- Accounts1,037
- DiscretionaryAll accounts
People
- Employees6
- Advisory staff4
- Broker-dealer reps0
- Licensed insurance agents1
- Planning clients1 to 10
Advisors
2 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Eq Wealth Advisors, LLC SEC-registered investment advisor. CRD 322294, SEC file 801-126838.
- Registered with the SEC as an investment advisor (status date on record: November 7, 2022).
Is Eq Wealth Advisors a fiduciary?
Short answer: Eq Wealth Advisors is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
1 staff member is a licensed insurance agent and the firm is itself an insurance broker or agent.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.