Eq Wealth Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Dallas, TX. Its latest Form ADV filing, dated March 8, 2026, reports $617M in regulatory assets under management, 6 employees, and 1,037 accounts.
Assets Under Management
$617M
Employees
6
Offices
--
Total Clients
309
Primary office
DALLAS, TX
10000 NORTH CENTRAL EXPRESS WAY, SUITE 1350, DALLAS, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 64.1% of total clients.
Top client categories% of clientsClients
1
Individuals
64.1%
198
2
HNWI
32.4%
100
3
Other Advisers
1.9%
6
4
Corporations
1.6%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$617Mas of March 8, 2026
Discretionary100.0%
$617M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$617M
Total Accounts1,037
10Y AUM Change+$617M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee52:1
10Y Employee Change+4 (+200.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.