AEQUITAS WEALTH MANAGEMENT, LLC (CRD# 135893) is an SEC-Registered Investment Advisor (RIA), headquartered in Los Angeles, CA. The SEC approved the firm to operate as an RIA in Oct 2009. In Apr 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $184.8 Million, and has discretion over 100% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 0% .  
AEQUITAS WEALTH MANAGEMENT, LLC also reported in Apr 2018:
  • 3 employees, all of whom perform advisory functions.
  • One office location.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
AEQUITAS WEALTH MANAGEMENT, LLC has no disclosure events reported to the SEC at this time.

View AEQUITAS WEALTH MANAGEMENT, LLC's most recent Form ADV filing

AEQUITAS WEALTH MANAGEMENT, LLC has Notice Filings with the following State Securities Authorities: CA-Oct 2005

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