Key facts
- EQ WEALTH MANAGEMENT is a other.
- EQ WEALTH MANAGEMENT reports $10.7M in regulatory assets under management across 1 private fund, per its SEC Form ADV (2026-04).
Registered with the SEC
Form ADV · 2026-04 · CRD 291033- Regulatory AUM
- $10.7M
- Private fund assets
- $27.6M
- Private funds
- 1 · 1 other
- Staff
- 15
- Registered office
- —
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as EQ, LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for EQ WEALTH MANAGEMENT are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is EQ WEALTH MANAGEMENT's AUM?
- EQ WEALTH MANAGEMENT manages approximately $10.7M in assets.