Audrea Jane Sullivan
Investment adviser representative at Eq Wealth Management
10 yearsExperience
2 statesRegistered 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.
- Eq Wealth ManagementApr 2022 to now
- Assured PartnersAug 2021 to Mar 2022
- CitibankJun 2021 to Aug 2021
- Transform WealthApr 2018 to Jun 2021
- Mariner Wealth AdvisorsApr 2016 to Apr 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 6409402
- Firm CRD
- 291033