AEQUITAS EQUITAS WEALTH MANAGEMENT LLC

AEQUITAS EQUITAS WEALTH MANAGEMENT LLC is an SEC-registered investment adviser (CRD 312693). Regulatory assets under management: $11.7M.

Registration

• CRD: 312693
• Type: Registered investment adviser
• Phone: 215-766-7002
• Latest filing: 2026-02-24
• Regulatory AUM: $11.7M
• Discretionary AUM: $11.7M
• Clients: 2
• Accounts: 58

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 312693 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search