# EQ Wealth Management

> EQ Wealth Management is an SEC-registered investment advisory firm in Bellevue, WA, registered since 2018, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 21, 2026.

- CRD: 291033
- Filed as: EQ WEALTH MANAGEMENT
- Legal name: EQ, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bellevue, WA
- Filing period: October 2026
- Form ADV filing dated: September 21, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/291033
- AdvisorCensus page: https://advisorcensus.com/firm/eq-wealth-management-bellevue-wa-291033

## Quick answers

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

**Where is EQ Wealth Management located?**
EQ Wealth Management's principal office is in Bellevue, WA, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is EQ Wealth Management registered with the SEC or a state?**
EQ Wealth Management is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 291033.

**How much does EQ Wealth Management manage?**
EQ Wealth Management reports $941,715,432 in regulatory assets under management in its Form ADV filing dated September 21, 2026 (76% discretionary).

**How have EQ Wealth Management's assets and staff changed since 2021?**
In the Form ADV data for EQ Wealth Management: Regulatory assets under management: $368,885,241 in the October 2021 data and $941,715,432 in the October 2026 data, up 155%. Total employees: 5 in October 2021 and 15 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does EQ Wealth Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (369); individuals (other than high net worth individuals) (156); charitable organizations (19).

**Which custodians does EQ Wealth Management use?**
EQ Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists National Financial Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does EQ Wealth Management 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/291033

**What changed in EQ Wealth Management's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $722,956,251 to $941,715,432 (+30%).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- National Financial Services LLC

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: $941,715,432
- Discretionary: $716,713,509
- Non-discretionary: $225,001,923

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 156 | $42,306,333 |
| High net worth individuals | 369 | $897,479,730 |
| Charitable organizations | 19 | $1,929,369 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2018 (8 years)
- Employees: 15 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, ID, MA, MO, NY, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Bellevue, WA

### Websites listed on Form ADV (Item 1.I)
- eqwm.com
- Facebook @EQWealthManagement
- LinkedIn @eq-wm
- X @wealth_eq

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $368,885,241 | 5 | May 11, 2021 |
| October 2022 | $486,899,703 | 9 | June 23, 2022 |
| October 2023 | $458,104,134 | 10 | March 28, 2023 |
| October 2024 | $593,745,099 | 11 | June 25, 2024 |
| October 2025 | $722,956,251 | 13 | April 22, 2025 |
| October 2026 | $941,715,432 | 15 | September 21, 2026 |

Regulatory assets under management: $368,885,241 in the October 2021 data and $941,715,432 in the October 2026 data, up 155%.
Total employees: 5 in October 2021 and 15 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $722,956,251 to $941,715,432 (+30%).

### February 2026
- Registered or notice-filed in MA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. EQ Wealth Management (CRD 291033): Form ADV filing data as of October 2026.