Equity Wealth Partners, LLC

Equity Wealth Partners provides discretionary wealth management, portfolio management, and financial planning to individuals, high‑net‑worth clients, trusts, estates, and businesses. The firm generally charges advisory fees based on assets under management and routinely combines ongoing investment oversight with financial planning, while also offering standalone planning engagements on an hourly or fixed‑fee basis.

The firm’s investment process emphasizes fundamental analysis and a predominantly long‑term orientation, constructing diversified portfolios that may include low‑cost mutual funds and ETFs as well as individual stocks, bonds, unit investment trusts and structured products. Portfolios are managed on a discretionary basis with regular monitoring, periodic rebalancing, and the flexibility to hold or trade positions on a shorter‑term basis to meet client needs or tactical objectives.

Founded in 2022, EWP has grown to manage roughly $258 million in discretionary assets across a six‑advisor team serving nearly 1,000 clients, a scale of growth that is notable for a recently established firm. The brochure discloses an institutional relationship with Raymond James that provides software, trading desk access and block‑trading capabilities, and notes that some advisory personnel are also registered representatives of Purshe Kaplan Sterling and licensed insurance agents—arrangements that can generate commission‑based compensation and potential conflicts of interest; the firm also documents client communications practices, including SMS messaging.