EQ WEALTH ADVISORS, LLC
Legal name: EQ WEALTH ADVISORS
CRD #322294 SEC #801-126838 DALLAS, TX 214-389-6750
SEC Registered
Total AUM
$558.8M
Discretionary
$558.8M
Employees
4
Clients
0
Accounts
863
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $558.8M | $558.8M | $0 | 4 | 0 |
| May 2024 | $470.4M | $470.4M | $0 | 9 | 0 |
| Mar 2024 | $470.4M | $470.4M | $0 | 9 | 0 |
| Feb 2024 | $470.4M | $470.4M | $0 | 9 | 0 |
| Jan 2024 | $130M | $130M | $0 | 6 | 0 |
| Feb 2023 | $130M | $130M | $0 | 6 | 0 |
| Feb 2023 | $130M | $130M | $0 | 6 | 0 |
| Dec 2022 | $0 | $0 | $0 | 2 | 0 |
| Nov 2022 | $0 | $0 | $0 | 2 | 0 |
| Nov 2022 | $0 | $0 | $0 | 2 | 0 |
| Oct 2022 | $0 | $0 | $0 | 1 | 0 |
DateMar 2025
Total AUM$558.8M
Discretionary$558.8M
Non-Disc.$0
Employees4
Clients0
DateMay 2024
Total AUM$470.4M
Discretionary$470.4M
Non-Disc.$0
Employees9
Clients0
DateMar 2024
Total AUM$470.4M
Discretionary$470.4M
Non-Disc.$0
Employees9
Clients0
DateFeb 2024
Total AUM$470.4M
Discretionary$470.4M
Non-Disc.$0
Employees9
Clients0
DateJan 2024
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees6
Clients0
DateFeb 2023
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees6
Clients0
DateFeb 2023
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees6
Clients0
DateDec 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateNov 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateNov 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateOct 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0