EQUINOX WEALTH MANAGEMENT

EQUINOX WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 299391). Regulatory assets under management: $83.9M.

Registration

• CRD: 299391
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 299391 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search