# EQ Wealth Advisors

> EQ Wealth Advisors is an SEC-registered investment advisory firm in Dallas, TX, registered since 2022, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 8, 2026.

- CRD: 322294
- Filed as: EQ WEALTH ADVISORS
- Legal name: EQ Wealth Advisors, LLC
- Also doing business as: EQ WEALTH
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: March 8, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/322294
- AdvisorCensus page: https://advisorcensus.com/firm/eq-wealth-advisors-dallas-tx-322294

## Quick answers

**How is EQ Wealth Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), EQ Wealth Advisors reports these compensation arrangements: a percentage of assets under its management.

**What does EQ Wealth Advisors' brochure say about its fees?**
Its Form ADV Part 2A brochure dated March 8, 2026 states: Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is EQ Wealth Advisors located?**
EQ Wealth Advisors' principal office is in Dallas, TX, according to its Form ADV.

**Is EQ Wealth Advisors registered with the SEC or a state?**
EQ Wealth Advisors is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 322294.

**How much does EQ Wealth Advisors manage?**
EQ Wealth Advisors reports $617,000,348 in regulatory assets under management in its Form ADV filing dated March 8, 2026 (100% discretionary).

**How have EQ Wealth Advisors' assets and staff changed since 2023?**
In the Form ADV data for EQ Wealth Advisors: Regulatory assets under management: $130,047,962 in the October 2023 data and $617,000,348 in the October 2026 data, up 374%. Total employees: 6 in October 2023 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does EQ Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (198); high net worth individuals (100); other investment advisers (6).

**Which custodians does EQ Wealth Advisors use?**
EQ Wealth Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does EQ Wealth Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/322294

**What changed in EQ Wealth Advisors' recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $558,837,067 to $617,000,348 (+10%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 8, 2026)

- Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states)

> Our maximum annual advisory fee is 1.5%.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $617,000,348
- Discretionary: $617,000,348
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 198 | $87,050,566 |
| High net worth individuals | 100 | $492,080,537 |
| Other investment advisers | 6 | $28,998,781 |
| Corporations or other businesses not listed above | 5 | $8,870,464 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2022 (3 years)
- Employees: 6 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, LA, MT, NV, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- eqwealthadv.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $130,047,962 | 6 | February 24, 2023 |
| October 2024 | $470,412,689 | 9 | May 13, 2024 |
| October 2025 | $558,837,067 | 4 | March 26, 2025 |
| October 2026 | $617,000,348 | 6 | March 8, 2026 |

Regulatory assets under management: $130,047,962 in the October 2023 data and $617,000,348 in the October 2026 data, up 374%.
Total employees: 6 in October 2023 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $558,837,067 to $617,000,348 (+10%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. EQ Wealth Advisors (CRD 322294): Form ADV filing data as of October 2026.