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Building 2EQUITY WEALTH PARTNERS, LLC

Map pinINDEPENDENCE, MO
Phone816-373-1068
NotebookSEC #801-122943
Total AUM
$258.6M
Employees
8
Clients
940

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4700 S CEDAR CREST CT
INDEPENDENCE
MO 64055
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
816-373-1068
Other Offices
1

ReceiptFinancials

Total AUM
$258.6M
Accounts
1,523
Discretionary
$258.6M
Accounts
1,523
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
895
AUM
$179.8M
HNW Individual Clients
44
AUM
$78.2M
Charitable Organization Clients
1
AUM
$628.1K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLIAILKSMONETX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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