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Equity Wealth Partners LLC

EST. AUM
$258,581,223

CONTACTS

CLIENT ACCOUNTS
1,523

Firm Details

Metro area Kansas City
CRD Number 317224
Website equitywp.com
Client types

Overview

Equity Wealth Partners is a registered investment advisor based in Independence, Missouri, affiliated with Raymond James Financial Services. The firm serves business owners, corporate executives, families and individuals, healthcare professionals, pre-retirees, retirees, women investors, and those experiencing sudden wealth. Equity Wealth Partners takes a consultative, objective approach to financial planning and investment management focused on customized strategies tailored to individual objectives.

Platform Details

Investment Preferences

Alternative Activity

Address

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

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