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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2020 | $263.3M | $263.3M | $0 | 4 | 5 |
| Mar 2020 | $263.3M | $263.3M | $0 | 4 | 5 |
| Mar 2019 | $208.3M | $208.3M | $0 | 5 | 3 |
| Apr 2018 | $184.8M | $184.8M | $0 | 3 | 1 |
| Mar 2018 | $184.8M | $184.8M | $0 | 3 | 1 |
| Mar 2017 | $165M | $165M | $0 | 3 | 26 |
| Mar 2016 | $140.7M | $140.7M | $0 | 3 | 26 |
| Mar 2015 | $157M | $157M | $0 | 2 | 26 |
| Sep 2014 | $121.9M | $121.9M | $0 | 2 | 26 |
| Mar 2014 | $121.9M | $121.9M | $0 | 2 | 26 |
| Jul 2013 | $101M | $101M | $0 | 2 | 26 |
| Mar 2013 | $101M | $101M | $0 | 2 | 26 |
| Mar 2012 | $92.2M | $0 | $92.2M | 1 | 26 |
| Mar 2010 | $35.4M | $35.4M | $0 | 5 | -- |
| Oct 2009 | $31M | $31M | $0 | 5 | -- |
| Oct 2009 | $31M | $31M | $0 | 5 | -- |
DateJun 2020
Total AUM$263.3M
Discretionary$263.3M
Non-Disc.$0
Employees4
Clients5
DateMar 2020
Total AUM$263.3M
Discretionary$263.3M
Non-Disc.$0
Employees4
Clients5
DateMar 2019
Total AUM$208.3M
Discretionary$208.3M
Non-Disc.$0
Employees5
Clients3
DateApr 2018
Total AUM$184.8M
Discretionary$184.8M
Non-Disc.$0
Employees3
Clients1
DateMar 2018
Total AUM$184.8M
Discretionary$184.8M
Non-Disc.$0
Employees3
Clients1
DateMar 2017
Total AUM$165M
Discretionary$165M
Non-Disc.$0
Employees3
Clients26
DateMar 2016
Total AUM$140.7M
Discretionary$140.7M
Non-Disc.$0
Employees3
Clients26
DateMar 2015
Total AUM$157M
Discretionary$157M
Non-Disc.$0
Employees2
Clients26
DateSep 2014
Total AUM$121.9M
Discretionary$121.9M
Non-Disc.$0
Employees2
Clients26
DateMar 2014
Total AUM$121.9M
Discretionary$121.9M
Non-Disc.$0
Employees2
Clients26
DateJul 2013
Total AUM$101M
Discretionary$101M
Non-Disc.$0
Employees2
Clients26
DateMar 2013
Total AUM$101M
Discretionary$101M
Non-Disc.$0
Employees2
Clients26
DateMar 2012
Total AUM$92.2M
Discretionary$0
Non-Disc.$92.2M
Employees1
Clients26
DateMar 2010
Total AUM$35.4M
Discretionary$35.4M
Non-Disc.$0
Employees5
Clients--
DateOct 2009
Total AUM$31M
Discretionary$31M
Non-Disc.$0
Employees5
Clients--
DateOct 2009
Total AUM$31M
Discretionary$31M
Non-Disc.$0
Employees5
Clients--