← Directory
EQ WEALTH ADVISORS
Legal name: EQ WEALTH ADVISORS, LLC
CRD 322294File 801-126838
APPROVED
Retail clients
Custody
Filing as of Mar 8, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$617.0M
Above cohort median (national)
Discretionary AUM
$617.0M
Clients
309
1,037 accounts
Employees
6
Above cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Nov 7, 2022
- Principal office
- 10000 NORTH CENTRAL EXPRESS WAY, SUITE 1350, DALLAS, TX, 75231
- Phone
- 214-389-6750
- Website
- http://www.eqwealthadv.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $617.0M
- Discretionary AUM
- $617.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,037
- Non-discretionary accounts
- 0
- Total accounts
- 1,037
- AUM per client
- $2.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $8.9M |
| Other investment advisers | 6 | $29.0M |
| High net worth individuals | 100 | $492.1M |
| Individuals (other than high net worth individuals) | 198 | $87.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
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.