MyTimeEquity

EST. AUM
$183,983,000

CONTACTS
1

CLIENT ACCOUNTS
512

Firm Details

Metro area Dallas
CRD Number 316917
Website mytimeequity.com
Client types

Overview

MyTimeEquity, LLC is a Plano, Texas-based registered investment adviser providing discretionary investment management and comprehensive wealth-management services to individuals, high-net-worth families and other clients. The firm combines public-market portfolio management with alternative and private-market investment opportunities, tax and estate planning, retirement planning and family-office solutions. Investment strategies incorporate equities, ETFs, structured notes, fixed income, direct indexing and alternative investments. MyTimeEquity also advises privately offered funds and special-purpose vehicles giving qualified investors exposure to private companies, including late-stage and pre-IPO opportunities. The firm uses proprietary fundamental and technical research alongside third-party analytical platforms and managed approximately $184 million in regulatory assets as of April 2026.

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

MyTimeEquity

Platform Details

Investment Preferences

Alternative Activity

Address

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