EQ, LLC
Legal name: EQ WEALTH MANAGEMENT
CRD #291033 SEC #801-112224 425-434-1000
SEC Registered Private Funds
Total AUM
$723M
Discretionary
$543.6M
Employees
13
Clients
0
Accounts
2,113
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $723M | $543.6M | $179.3M | 13 | 0 |
| Apr 2025 | $723M | $543.6M | $179.3M | 13 | 0 |
| Mar 2025 | $723M | $543.6M | $179.3M | 13 | 0 |
| Jun 2024 | $593.7M | $438.2M | $155.5M | 11 | 0 |
| May 2024 | $593.7M | $438.2M | $155.5M | 11 | 0 |
| Mar 2024 | $593.7M | $438.2M | $155.5M | 11 | 0 |
| Nov 2023 | $458.1M | $326.6M | $131.5M | 10 | 0 |
| Mar 2023 | $458.1M | $326.6M | $131.5M | 10 | 0 |
| Jun 2022 | $486.9M | $356M | $130.9M | 9 | 0 |
| Apr 2022 | $486.9M | $356M | $130.9M | 9 | 0 |
| Mar 2022 | $486.9M | $356M | $130.9M | 9 | 0 |
| Mar 2022 | $486.9M | $356M | $130.9M | 9 | 0 |
| Jan 2022 | $368.9M | $271.9M | $97M | 5 | 0 |
| Dec 2021 | $368.9M | $271.9M | $97M | 5 | 0 |
| May 2021 | $368.9M | $271.9M | $97M | 5 | 0 |
| Mar 2021 | $368.9M | $271.9M | $97M | 5 | 0 |
| Jun 2020 | $273.4M | $191.7M | $81.7M | 5 | 0 |
| Mar 2020 | $273.4M | $191.7M | $81.7M | 5 | 0 |
| Apr 2019 | $203.4M | $187.8M | $15.5M | 4 | 0 |
| Mar 2019 | $203.4M | $187.8M | $15.5M | 4 | 0 |
| Feb 2019 | $201.8M | $147M | $54.8M | 3 | 0 |
| Sep 2018 | $201.8M | $147M | $54.8M | 3 | 0 |
| May 2018 | $201.8M | $147M | $54.8M | 3 | 0 |
| Feb 2018 | $0 | $0 | $0 | 2 | 0 |
| Nov 2017 | $0 | $0 | $0 | 2 | 0 |
DateApr 2025
Total AUM$723M
Discretionary$543.6M
Non-Disc.$179.3M
Employees13
Clients0
DateApr 2025
Total AUM$723M
Discretionary$543.6M
Non-Disc.$179.3M
Employees13
Clients0
DateMar 2025
Total AUM$723M
Discretionary$543.6M
Non-Disc.$179.3M
Employees13
Clients0
DateJun 2024
Total AUM$593.7M
Discretionary$438.2M
Non-Disc.$155.5M
Employees11
Clients0
DateMay 2024
Total AUM$593.7M
Discretionary$438.2M
Non-Disc.$155.5M
Employees11
Clients0
DateMar 2024
Total AUM$593.7M
Discretionary$438.2M
Non-Disc.$155.5M
Employees11
Clients0
DateNov 2023
Total AUM$458.1M
Discretionary$326.6M
Non-Disc.$131.5M
Employees10
Clients0
DateMar 2023
Total AUM$458.1M
Discretionary$326.6M
Non-Disc.$131.5M
Employees10
Clients0
DateJun 2022
Total AUM$486.9M
Discretionary$356M
Non-Disc.$130.9M
Employees9
Clients0
DateApr 2022
Total AUM$486.9M
Discretionary$356M
Non-Disc.$130.9M
Employees9
Clients0
DateMar 2022
Total AUM$486.9M
Discretionary$356M
Non-Disc.$130.9M
Employees9
Clients0
DateMar 2022
Total AUM$486.9M
Discretionary$356M
Non-Disc.$130.9M
Employees9
Clients0
DateJan 2022
Total AUM$368.9M
Discretionary$271.9M
Non-Disc.$97M
Employees5
Clients0
DateDec 2021
Total AUM$368.9M
Discretionary$271.9M
Non-Disc.$97M
Employees5
Clients0
DateMay 2021
Total AUM$368.9M
Discretionary$271.9M
Non-Disc.$97M
Employees5
Clients0
DateMar 2021
Total AUM$368.9M
Discretionary$271.9M
Non-Disc.$97M
Employees5
Clients0
DateJun 2020
Total AUM$273.4M
Discretionary$191.7M
Non-Disc.$81.7M
Employees5
Clients0
DateMar 2020
Total AUM$273.4M
Discretionary$191.7M
Non-Disc.$81.7M
Employees5
Clients0
DateApr 2019
Total AUM$203.4M
Discretionary$187.8M
Non-Disc.$15.5M
Employees4
Clients0
DateMar 2019
Total AUM$203.4M
Discretionary$187.8M
Non-Disc.$15.5M
Employees4
Clients0
DateFeb 2019
Total AUM$201.8M
Discretionary$147M
Non-Disc.$54.8M
Employees3
Clients0
DateSep 2018
Total AUM$201.8M
Discretionary$147M
Non-Disc.$54.8M
Employees3
Clients0
DateMay 2018
Total AUM$201.8M
Discretionary$147M
Non-Disc.$54.8M
Employees3
Clients0
DateFeb 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateNov 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0