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15 EQUITY

SANTA BARBARA, CA · CRD 310628 · IAPD ↗ · 15equity.com · 805-456-4426

$135.9MRegulatory AUM
3Advisory reps
7Employees
0Clients
n/aPlanning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
June 2024 — 15 EQUITY notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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