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EQ WEALTH ADVISORS

DALLAS, TX · CRD 322294 · IAPD ↗ · eqwealthadv.com · 214-389-6750

$617.0MRegulatory AUM
4Advisory reps
6Employees
2Clients
1-10Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — EQ WEALTH ADVISORS reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2025 — EQ WEALTH ADVISORS crossed $500M in regulatory AUM ($470.4M -> $558.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
June 2024 — EQ WEALTH ADVISORS notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
March 2024 — EQ WEALTH ADVISORS grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
73
March 2024 — EQ WEALTH ADVISORS reported RAUM up 262% ($130.0M -> $470.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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