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EQ WEALTH MANAGEMENT
Legal name: EQ, LLC
CRD 291033File 801-112224
APPROVED
Retail clients
Custody
Filing as of Apr 29, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$941.7M
Above cohort median (national)
Discretionary AUM
$716.7M
Non-discretionary $225.0M
Clients
544
2,476 accounts
Employees
15
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jan 2, 2018
- Principal office
- Not reported
- Phone
- 425-434-1000
- Website
- HTTPS://WWW.EQWM.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $941.7M
- Discretionary AUM
- $716.7M
- Non-discretionary AUM
- $225.0M
- Discretionary accounts
- 1,615
- Non-discretionary accounts
- 861
- Total accounts
- 2,476
- AUM per client
- $1.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 19 | $1.9M |
| High net worth individuals | 369 | $897.5M |
| Individuals (other than high net worth individuals) | 156 | $42.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.