# EQUINOX WEALTH MANAGEMENT

EQUINOX WEALTH MANAGEMENT is an SEC-registered investment adviser.

## Registration

- CRD: 299391
- Type: SEC-registered investment adviser
- Phone: 831-475-8442
- Latest filing: 2026-01-28
- Regulatory AUM: $83.9M
- Discretionary AUM: $75.6M
- Non-discretionary AUM: $8.3M
- Clients: 1
- Accounts: 170

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/299391/brochure
- Similar advisers: https://search.stillhousedata.com/firm/299391/similar
- Related entities: https://search.stillhousedata.com/firm/299391/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/299391

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.