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EQUANIMITY FINANCIAL PARTNERS

PASADENA, CA · CRD 152050 · IAPD ↗ · equanimityfinancial.com · 626-529-8347

$234.3MRegulatory AUM
1Advisory reps
4Employees
0Clients
1-10Planning clients
0Private funds
4States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
July 2026 — EQUANIMITY FINANCIAL PARTNERS reported RAUM up 40% ($166.8M -> $234.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
June 2024 — EQUANIMITY FINANCIAL PARTNERS reported RAUM up 28% ($115.5M -> $147.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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