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Peyton Michael Anderson

Investment adviser representative at Equity Wealth Partners, LLC
19 yearsExperience
1 stateRegistered in
$258.6MFirm assets
4 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 assetsHourlyFixed or flat fee

Services the firm offers

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

  • Financial planning
  • Portfolio management

Experience

19 years in the industry.

  1. Equity Wealth Partners, LLCAug 2025 to now
  2. Kansas City RoyalsJun 2024 to Jun 2025
  3. N/aSep 2007 to May 2024

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

State registrations

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

Equity Wealth Partners, LLC

$258.6MAssets managed
939Clients
7Advisers
4 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
8208341
Firm CRD
317224
Advisor's SEC record (opens in a new tab)
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