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EQUITY WEALTH PARTNERS, LLC

INDEPENDENCE, MO · CRD 317224 · IAPD ↗ · equitywp.com · 816-373-1068

$258.6MRegulatory AUM
6Advisory reps
8Employees
0Clients
51-100Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
September 2026 — EQUITY WEALTH PARTNERS, LLC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
July 2026 — EQUITY WEALTH PARTNERS, LLC notice-filed in CA, MN, OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
June 2026 — EQUITY WEALTH PARTNERS, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2026 — EQUITY WEALTH PARTNERS, LLC grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
65
March 2025 — EQUITY WEALTH PARTNERS, LLC now reports custody of client assets ($1.7M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

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