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Michael John Varga

Investment adviser representative at Eq Wealth Management
10 yearsExperience
1 stateRegistered in
$941.7MFirm assets
8 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

10 years in the industry.

  1. Eq Wealth ManagementFeb 2018 to now
  2. Capital Planning LLCFeb 2017 to Apr 2018
  3. UnemployedSep 2016 to Feb 2017

Exams passed

  • Series 66 · Uniform Combined State Law2000

State registrations

Registered as an investment adviser representative in 1 state (WA).

Eq Wealth Management

Legal name: Eq, LLC

$941.7MAssets managed
544Clients
9Advisers
8 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4268825
Firm CRD
291033
Advisor's SEC record (opens in a new tab)
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