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HEPWORTH EQUITY PARTNERS, LLC

· CRD 145774 · IAPD ↗ · hepworthequitypartners.com · 603-819-5323

$135.6MRegulatory AUM
2Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
4States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
March 2025 — HEPWORTH EQUITY PARTNERS, LLC (WOLFEBORO, NH) is newly SEC-registered with $120.0M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.