LP Profile

Equity Wealth Partners

Also known as equity wealth

Wealth ManagerIndependence, United StatesFounded 2022
$259M
Assets Under Management
Independence
Headquarters
Investment Focus

About Equity Wealth Partners

Equity Wealth Partners is a wealth management firm in Independence, Missouri, founded in 2022. It serves business owners, families and individuals, retirees, people experiencing sudden wealth, and women investors, with customized strategies and an integrated approach to wealth management. The firm describes a consultative, personalized approach and works from an office on South Cedar Crest Court. The team includes Certified Financial Planner professionals and financial advisors. The firm reports about $259 million in assets under management.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Equity Wealth Partners from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$258.6M
Total Clients
1,523
Filing Date
May 17, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is Equity Wealth Partners?

Equity Wealth Partners is a wealth manager based in Independence, United States, managing approximately $259M in assets.

Where is Equity Wealth Partners headquartered?

Equity Wealth Partners is headquartered in Independence, United States.

How much does Equity Wealth Partners manage?

Equity Wealth Partners manages approximately $259M in assets under management.

When was Equity Wealth Partners founded?

Equity Wealth Partners was founded in 2022.

How can I contact Equity Wealth Partners?

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