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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 26, 2025
- 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 |
|---|---|---|---|---|
| HARRIS, PATRICIA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARRIS, PATRICIA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARRIS, PATRICIA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARRIS, PATRICIA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SAMPSON, TY, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SAMPSON, TY, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SAMPSON, TY, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SAMPSON, TY, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SAMPSON, TY, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SAMPSON, TY, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SAMPSON, TY, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HARRIS, TOBY, SCOTT | I | MANAGING MEMBER | E | Control |
| HARRIS, TOBY, SCOTT | I | MANAGING MEMBER | E | Control |
| HARRIS, TOBY, SCOTT | I | MANAGING MEMBER | E | Control |
| HARRIS, TOBY, SCOTT | I | MANAGING MEMBER | E | Control |
| HARRIS, TOBY, SCOTT | I | MANAGING MEMBER | E | Control |
| HARRIS, TOBY, SCOTT | I | MANAGING MEMBER | E | Control |
| HARRIS, TOBY, SCOTT | I | MANAGING MEMBER | E | Control |
| HARRIS, TOBY, SCOTT | I | MANAGING MEMBER | E | Control |
| HARRIS, TOBY, SCOTT | I | MANAGING MEMBER | E | Control |
| SAMPSON, TY, DAVID | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| HARRIS, TOBY, SCOTT | I | MANAGING MEMBER | D | Control |
| HARRIS, TOBY, SCOTT | I | MANAGING MEMBER | D | Control |
| WEICHBRODT, AUSTIN, ALFRED | I | MANAGING MEMBER | D | Control |
| WEICHBRODT, AUSTIN, ALFRED | I | MANAGING MEMBER | D | Control |
Registrations
Federal
IA
Mar 26, 2025 REGISTERED
Notice Filings (6)
CA FL LA MT NV TX
Address
10000 NORTH CENTRAL EXPRESS WAYSUITE 1350
DALLAS, TX 75231
United States
Phone: 214-389-6750