Eq Wealth Advisors, LLC
● SEC registered since 2022CRD 322294SEC# 801-126838Dallas, TX
Reg. AUM
$617M
Employees
6
Accounts
1,037
Location
Dallas, TX
Eq Wealth Advisors, LLC assets under management
Eq Wealth Advisors, LLC operates as an SEC-registered investment adviser based in Dallas, TX. The firm has been registered since 2022. It reports $617 million in regulatory assets under management and employs 6 people.
Eq Wealth Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Patricia Harris Control | Chief Compliance Officer | Under 5% | 2024 |
| Toby Scott Harris Control | Managing Member | Over 75% | 2022 |
Frequently asked questions
How much does Eq Wealth Advisors, LLC manage?
Eq Wealth Advisors, LLC reports $617 million in regulatory assets under management on its Form ADV.
How many employees does Eq Wealth Advisors, LLC have?
Eq Wealth Advisors, LLC reports 6 employees.
Where is Eq Wealth Advisors, LLC located?
Eq Wealth Advisors, LLC is based in Dallas, TX and has been SEC-registered since 2022.
Does Eq Wealth Advisors, LLC disclose fund performance?
Eq Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 10000 North Central Express Way, Suite 1350, Dallas, TX 75231 |
| Phone | 214-389-6750 |
| Fax | 214-389-6758 |
| Office hours | 8:30a.m.-5p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$617M▲ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 43%
Larger than 57% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$617Mregulatory AUM
Discretionary $617M