Heather Kwong
Investment adviser representative at Ieq Capital, LLC
10 yearsExperience
1 stateRegistered in
$56.8BFirm assets
7 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Ieq Capital, LLCJan 2022 to now
- Burnham Gibson Wealth AdvisorsMay 2021 to Dec 2021
- Equitable Advisors LLCMay 2021 to Dec 2021
- Burnham Gibson Wealth AdvisorsMar 2020 to Apr 2021
- University of California Irvine, Division of Continuing EducatioDec 2019 to Mar 2020
- University of California, IrvineAug 2016 to Dec 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
Ieq Capital, LLC
$56.8BAssets managed
2,309Clients
197Advisers
7 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
- 7236289
- Firm CRD
- 301819