EQUITY WEALTH PARTNERS, LLC
CRD #317224 SEC #801-122943 INDEPENDENCE, MO 816-373-1068
SEC Registered
Total AUM
$222.7M
Discretionary
$222.7M
Employees
7
Clients
51
Accounts
1,412
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $222.7M | $222.7M | $0 | 7 | 0 |
| Feb 2025 | $222.7M | $222.7M | $0 | 7 | 0 |
| Jan 2025 | $222.7M | $222.7M | $0 | 7 | 0 |
| Jan 2025 | $222.7M | $222.7M | $0 | 7 | 0 |
| Aug 2024 | $195.9M | $195.9M | $0 | 7 | 0 |
| Jun 2024 | $195.9M | $195.9M | $0 | 7 | 0 |
| Feb 2024 | $195.9M | $195.9M | $0 | 7 | 0 |
| Feb 2023 | $172.1M | $172.1M | $0 | 6 | 0 |
| Aug 2022 | $170M | $170M | $0 | 6 | 0 |
| May 2022 | $170M | $170M | $0 | 6 | 0 |
| Mar 2022 | $0 | $0 | $0 | 6 | 0 |
| Jan 2022 | $0 | $0 | $0 | 6 | 0 |
| Nov 2021 | $0 | $0 | $0 | 1 | 0 |
DateMay 2025
Total AUM$222.7M
Discretionary$222.7M
Non-Disc.$0
Employees7
Clients0
DateFeb 2025
Total AUM$222.7M
Discretionary$222.7M
Non-Disc.$0
Employees7
Clients0
DateJan 2025
Total AUM$222.7M
Discretionary$222.7M
Non-Disc.$0
Employees7
Clients0
DateJan 2025
Total AUM$222.7M
Discretionary$222.7M
Non-Disc.$0
Employees7
Clients0
DateAug 2024
Total AUM$195.9M
Discretionary$195.9M
Non-Disc.$0
Employees7
Clients0
DateJun 2024
Total AUM$195.9M
Discretionary$195.9M
Non-Disc.$0
Employees7
Clients0
DateFeb 2024
Total AUM$195.9M
Discretionary$195.9M
Non-Disc.$0
Employees7
Clients0
DateFeb 2023
Total AUM$172.1M
Discretionary$172.1M
Non-Disc.$0
Employees6
Clients0
DateAug 2022
Total AUM$170M
Discretionary$170M
Non-Disc.$0
Employees6
Clients0
DateMay 2022
Total AUM$170M
Discretionary$170M
Non-Disc.$0
Employees6
Clients0
DateMar 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateJan 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateNov 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0