WEALTHEQ

WEALTHEQ of ERIE, CO is an SEC-registered investment adviser (CRD 324498). Regulatory assets under management: $26.4M.

Registration

• CRD: 324498
• Type: Registered investment adviser
• Location: 1804 ALPINE DR, ERIE, CO, 80516
• Phone: 720-636-1998
• Latest filing: 2026-01-09
• Regulatory AUM: $26.4M
• Discretionary AUM: $26.4M
• Clients: 1
• Accounts: 45

Business model

Compensation: Fixed.

Clients served: Individuals, High net worth, Pooled vehicles.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 324498 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search