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Cyrrus Nima Wyant-fassihi

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.

  1. Ieq Capital, LLCFeb 2025 to now
  2. Epiq Capital Group, LLCJul 2022 to Feb 2025
  3. University of OregonSep 2018 to Jul 2022
  4. Hearthstone Assisted LivingSep 2016 to Sep 2018

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
7597601
Firm CRD
301819
Advisor's SEC record (opens in a new tab)
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