AEQUITAS WEALTH MANAGEMENT, LLC
CRD #135893 SEC #801-70713 LOS ANGELES, CA 310-956-3800
SEC Registered
Total AUM
$263.3M
Discretionary
$263.3M
Employees
4
Clients
101
Accounts
619
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 26, 2020
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ALEXOPOULOS, JOSEPH, PETER | I | PRINCIPAL | D | Control |
| ALEXOPOULOS, JOSEPH, PETER | I | MEMBER/PRINCIPAL | D | Control |
| ALEXOPOULOS, JOSEPH, PETER | I | MEMBER/PRINCIPAL | D | Control |
| ALEXOPOULOS, JOSEPH, PETER | I | MEMBER/PRINCIPAL | D | Control |
| ALEXOPOULOS, JOSEPH, PETER | I | MEMBER/PRINCIPAL | D | Control |
| ALEXOPOULOS, JOSEPH, PETER | I | MEMBER/PRINCIPAL | D | Control |
| ALEXOPOULOS, JOSEPH, PETER | I | MEMBER/PRINCIPAL | D | Control |
| ALEXOPOULOS, JOSEPH, PETER | I | MEMBER/PRINCIPAL | D | Control |
| ALEXOPOULOS, JOSEPH, PETER | I | MEMBER/PRINCIPAL | D | Control |
| ALEXOPOULOS, JOSEPH, PETER | I | MEMBER/PRINCIPAL | D | Control |
| ALEXOPOULOS, JOSEPH, PETER | I | MEMBER/PRINCIPAL | D | Control |
| ALEXOPOULOS, JOSEPH, PETER | I | MEMBER/PRINCIPAL | D | Control |
| ALEXOPOULOS, JOSEPH, PETER | I | MEMBER/PRINCIPAL | D | Control |
| ALEXOPOULOS, JOSEPH, PETER | I | MEMBER/PRINCIPAL | D | Control |
| ALEXOPOULOS, JOSEPH, PETER | I | MEMBER/PRINCIPAL | D | Control |
| ALEXOPOULOS, JOSEPH, PETER | I | MEMBER/PRINCIPAL | D | Control |
| ALEXOPOULOS, JOSEPH, PETER | I | MEMBER/PRINCIPAL | D | Control |
| ALEXOPOULOS, JOSEPH, PETER | I | MEMBER/PRINCIPAL | D | Control |
| LEWIS, SARAH, MARIE | I | CHIEF COMPLIANCE OFFICER | D | Control |
| LEWIS, SARAH, MARIE | I | MEMBER/PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| LEWIS, SARAH, MARIE | I | MEMBER/PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| LEWIS, SARAH, MARIE | I | MEMBER/PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| LEWIS, SARAH, MARIE | I | MEMBER/PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| LEWIS, SARAH, MARIE | I | MEMBER/PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| LEWIS, SARAH, MARIE | I | MEMBER/PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| LEWIS, SARAH, MARIE | I | MEMBER/PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| LEWIS, SARAH, MARIE | I | MEMBER/PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| LEWIS, SARAH, MARIE | I | MEMBER/PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| LEWIS, SARAH, MARIE | I | MEMBER/PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| LEWIS, SARAH, MARIE | I | MEMBER/PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| LEWIS, SARAH, MARIE | I | MEMBER/PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| LEWIS, SARAH, MARIE | I | MEMBER/PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| LEWIS, SARAH, MARIE | I | MEMBER/PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| LEWIS, SARAH, MARIE | I | MEMBER/PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| LEWIS, SARAH, MARIE | I | MEMBER/PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| LEWIS, SARAH, MARIE | I | MEMBER/PRINCIPAL/CHIEF COMPLIANCE OFFICER | D | Control |
| JONES, KYLE, WILLIAM | I | MEMBER/PRINCIPAL | B | Control |
| JONES, KYLE, WILLIAM | I | MEMBER/PRINCIPAL | B | Control |
| JONES, KYLE, WILLIAM | I | MEMBER/PRINCIPAL | B | Control |
| JONES, KYLE, WILLIAM | I | MEMBER/PRINCIPAL | B | Control |
Registrations
Federal
IA
Jun 26, 2020 REGISTERED
Notice Filings (1)
CA
Address
5465 S. CENTINELA AVENUELOS ANGELES, CA 90066
United States
Phone: 310-956-3800