The EQ WEALTH MANAGEMENT is a privately held investment adviser that advises $969.33mn in regulatory assets under management held in 1 SEC fund types across 1 investment strategies. EQ WEALTH MANAGEMENT is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 162.77% over the last 5-years.
The Group has been registered with the SEC for 8.58 years and is comprised of 1 filing and 0 relying advisers. They operate out of 4 office locations with their Headquarters at P. O. BOX 53446, BELLEVUE, WASHINGTON. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 15 employees comprised of 8 investment and 7 non-investment staff. The total number of Employees increased by 200% over the last 5-years.
Their $969.33mn in assets advised are owned by 1 private fund, 0 public funds and BDCs and 19 other accounts. Assets of High Net Worth Individuals clients own $897.48mn or 92.59% of Total Assets and Individuals own $42.31mn or 4.36% of Total Assets.
The Group's top investment strategies include FI/Credit - Diverse, representing 100% of total assets, respectively.
They advise 4 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 2 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
EQ WEALTH MANAGEMENT names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.