Investment adviser · CRD 322294
EQ WEALTH ADVISORS
Investment adviser filing (IA)
EQ WEALTH ADVISORS, LLC
DALLAS, TX, United States · Form ADV filed Mar 8, 2026
- Regulatory AUM
- $617M Form ADV · Item 5.F
- Client accounts
- 1,037 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 100 | $492,080,537 | 79.8% |
| Individuals | 198 | $87,050,566 | 14.1% |
| Other investment advisers | 6 | $28,998,781 | 4.7% |
| Corporations & businesses | 5 | $8,870,464 | 1.4% |
Filing source
Form ADV 2055169 · Mar 8, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 8, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets
Principal office
10000 NORTH CENTRAL EXPRESS WAY, SUITE 1350DALLAS, TX, 75231, United States
CRD 322294
Filing source
Form ADV 2055169 · Mar 8, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.