Equity Wealth Partners, LLC
● SEC registered since 2022CRD 317224SEC# 801-122943Independence, MO
Reg. AUM
$258.6M
Employees
8
Accounts
1,523
Location
Independence, MO
Equity Wealth Partners, LLC assets under management
Equity Wealth Partners, LLC is an SEC-registered investment adviser based in Independence, MO. The firm has been registered since 2022. It reports $258.6 million in regulatory assets under management and employs 8 people.
Equity Wealth Partners, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Keith Gilmore Control | Chief Execuitive Officer / Chief Compliance Officer | Under 5% | 2022 |
| Ewp Holding, LLC Control | Managing Member | Over 75% | 2022 |
| Jason Wayne Anderson Control | Chief Financial Officer | Under 5% | 2022 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Equity Wealth Partners, LLC manage?
Equity Wealth Partners, LLC reports $258.6 million in regulatory assets under management on its Form ADV.
How many employees does Equity Wealth Partners, LLC have?
Equity Wealth Partners, LLC reports 8 employees.
Where is Equity Wealth Partners, LLC located?
Equity Wealth Partners, LLC is based in Independence, MO and has been SEC-registered since 2022.
Does Equity Wealth Partners, LLC disclose fund performance?
Equity Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4700 S Cedar Crest Ct, Independence, MO 64055 |
| Phone | 816-373-1068 |
| Fax | 816-373-5859 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$258.6M▲ 16%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 67%
Larger than 33% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$258.6Mregulatory AUM
Discretionary $258.6M