EQ Wealth Management

EST. AUM
$941,715,432

CONTACTS

CLIENT ACCOUNTS
2,476

Firm Details

Metro area Seattle
CRD Number 291033
Website eqwm.com
Client types

Overview

EQ, LLC dba EQ Wealth Management is an independent SEC-registered investment adviser headquartered in Bellevue, Washington, serving high-net-worth families, corporate executives and other private clients. The firm's website says it was founded in 2018 by Stephen P. Emanuels and J. Michael Quigley, while its 2026 regulatory brochure states that it was established in 2017. It provides investment management and comprehensive financial planning covering executive compensation, retirement, tax, estate, insurance and cash-flow matters. Client portfolios may use mutual funds, ETFs, stocks, bonds, notes, REITs, options and futures as well as externally managed or sub-advised strategies. The firm also manages an affiliated private fund and can selectively provide clients with access to certain private real-estate investments. As of December 31, 2025, EQ reported $941.7 million in regulatory assets under management, including approximately $716.7 million discretionary and $225.0 million non-discretionary.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

EQ Wealth Management

Platform Details

Investment Preferences

Alternative Activity

Address

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