{
  "crd_number": 277031,
  "slug": "equita-financial-network-inc-fort-washington-pa-277031",
  "primary_business_name": "EQUITA FINANCIAL NETWORK, INC.",
  "legal_name": "EQUITA FINANCIAL NETWORK, INC.",
  "dbas": [
    "AEGLEWEALTH, LLC",
    "ASTRAEA WEALTH MANAGEMENT, LLC",
    "CLARITY POINT FINANCIAL PLANNING",
    "EQUILA FINANCIAL, LLC",
    "KALEIDOSCOPE WEALTH",
    "METHOD FINANCIAL PLANNING, LLC",
    "MODERN FAMILY FINANCE, LLC",
    "MOUNTAIN WEALTH PLANNING, LLC",
    "NEXT STEP FINANCIAL, LLC",
    "WEALTHCHOICE, LLC",
    "WHITE ALLIUM WEALTH ADVISORS LLC",
    "YOUR STORY FINANCIAL, LLC"
  ],
  "city": "Fort Washington",
  "state": "PA",
  "country": "United States",
  "cbsa_code": "37980",
  "metro": {
    "cbsa_code": "37980",
    "common_name": "Philadelphia",
    "msa_name": "Philadelphia-Camden-Wilmington, PA-NJ-DE-MD",
    "path": "/advisors/pa/philadelphia"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2021-03-26",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-08-31",
  "carried_forward": false,
  "raum_total": 390965587.0,
  "raum_discretionary": 390905058.0,
  "raum_non_discretionary": 60529.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 19,
  "advisory_employees": 15,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 162522.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 91436909.0,
      "count": 124
    },
    "high_net_worth_individuals": {
      "raum": 299366156.0,
      "count": 310
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "CT",
    "FL",
    "GA",
    "IL",
    "MA",
    "MI",
    "MN",
    "MO",
    "NC",
    "NJ",
    "NM",
    "NY",
    "OH",
    "OR",
    "PA",
    "TN",
    "TX",
    "VA",
    "WA"
  ],
  "websites": [
    "https://aeglewealth.com",
    "https://astraeawealth.com",
    "https://claritypointfinancial.com",
    "https://equilafinancial.com",
    "https://equitafn.com",
    "https://facebook.com/AnnSplaining",
    "https://facebook.com/ModernFamilyFinances",
    "https://facebook.com/TrumanWealth",
    "https://facebook.com/YourStoryFinancial",
    "https://facebook.com/aeglewealth",
    "https://facebook.com/amymwp",
    "https://facebook.com/equitafinancialnetwork",
    "https://facebook.com/groups/7319997614771462",
    "https://facebook.com/people/Astraea-Wealth-Management/61558222325555",
    "https://facebook.com/people/Equila-Financial/61562610500941",
    "https://facebook.com/wealthchoice",
    "https://instagram.com/aeglewealth",
    "https://instagram.com/equitafn",
    "https://instagram.com/methodfinancial",
    "https://instagram.com/modern_family_finance",
    "https://instagram.com/moneyandmoves",
    "https://instagram.com/trumanwealthadvisors",
    "https://instagram.com/wealthchoice_",
    "https://linkedin.com/company/aeglewealth",
    "https://linkedin.com/company/astraea-wealth",
    "https://linkedin.com/company/equila-financial-llc",
    "https://linkedin.com/company/equita-financial-network",
    "https://linkedin.com/company/method-financial-planning",
    "https://linkedin.com/company/modern-family-finance",
    "https://linkedin.com/company/wealthchoice-llc/about",
    "https://linkedin.com/in/amy-hamasaki",
    "https://linkedin.com/in/ann-shubert-cfp%C2%AE-mba-06a27169",
    "https://linkedin.com/in/bridget-venus-grimes-cfp%C2%AE-7972a527",
    "https://linkedin.com/in/kim-spencer",
    "https://linkedin.com/in/lauracorbianicfp",
    "https://linkedin.com/in/shehara",
    "https://linkedin.com/in/stefaniecrowe",
    "https://methodfinancialplanning.com",
    "https://modernfamilyfinance.com",
    "https://mountainwealthplanning.com",
    "https://open.spotify.com/show/7uNq7WaGgZIqLgsG3cY1W8",
    "https://wealthchoice.com",
    "https://x.com/equitafn",
    "https://x.com/jendazols",
    "https://yourplacetoflourish.com",
    "https://yourstoryfinancial.com",
    "https://youtube.com/@AmyHamasaki",
    "https://youtube.com/channel/UCKu9LWIM1E8pHJ0ZWpjX8dA",
    "https://youtube.com/channel/UCuuFRnEu_a41JDZ1JZV1vsw",
    "https://youtube.com/themoneydecisionsshow"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/277031",
  "city_as_filed": "FORT WASHINGTON",
  "url": "https://advisorcensus.com/firm/equita-financial-network-inc-fort-washington-pa-277031",
  "display_name": "Equita Financial Network, Inc.",
  "summary": "Equita Financial Network, Inc. is an SEC-registered investment advisory firm in Fort Washington, PA, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 31, 2026.",
  "citation": "AdvisorCensus. Equita Financial Network, Inc. (CRD 277031): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Equita Financial Network, Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Equita Financial Network, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Equita Financial Network, Inc. located?",
      "a": "Equita Financial Network, Inc.'s principal office is in Fort Washington, PA, according to its Form ADV; the September 2026 filing also lists 6 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Equita Financial Network, Inc. registered with the SEC or a state?",
      "a": "Equita Financial Network, Inc. is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 277031."
    },
    {
      "q": "How much does Equita Financial Network, Inc. manage?",
      "a": "Equita Financial Network, Inc. reports $390,965,587 in regulatory assets under management in its Form ADV filing dated August 31, 2026 (100% discretionary)."
    },
    {
      "q": "How have Equita Financial Network, Inc.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Equita Financial Network, Inc.: Regulatory assets under management: $107,606,822 in the October 2021 data and $390,965,587 in the October 2026 data, up 263%. Total employees: 6 in October 2021 and 19 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Equita Financial Network, Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (310); individuals (other than high net worth individuals) (124)."
    },
    {
      "q": "Which custodians does Equita Financial Network, Inc. use?",
      "a": "Equita Financial Network, Inc.'s 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."
    },
    {
      "q": "Does Equita Financial Network, Inc. report any disciplinary disclosures?",
      "a": "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/277031"
    },
    {
      "q": "Does Equita Financial Network, Inc. state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 11, 2026 says: \"We provide financial planning services to individuals, high net- worth individuals , and other investment advisers. We do not have a minimum account size requirement.\""
    },
    {
      "q": "What changed in Equita Financial Network, Inc.'s recent Form ADV filings?",
      "a": "In the September 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 107606822.0,
      "total_employees": 6,
      "filing_date": "2021-09-28"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 155932259.0,
      "total_employees": 7,
      "filing_date": "2022-03-03"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 151519331.0,
      "total_employees": 7,
      "filing_date": "2023-08-31"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 283061181.0,
      "total_employees": 15,
      "filing_date": "2024-09-24"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 412310129.0,
      "total_employees": 19,
      "filing_date": "2025-03-24"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 390965587.0,
      "total_employees": 19,
      "filing_date": "2026-08-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Added the business name Kaleidoscope Wealth.",
        "Registered or notice-filed in NJ."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 18 to 15.",
        "Registered or notice-filed in IL."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Added the business name Clarity Point Financial Planning.",
        "No longer lists the business name Visible Wealth Planning, LLC.",
        "Added an office in Marshfield, MA.",
        "No longer lists an office in Charlottesville, VA."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in NC, WA."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 11, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "We provide financial planning services to individuals, high net- worth individuals , and other investment advisers. We do not have a minimum account size requirement."
        ]
      }
    ],
    "quotes": [
      "We provide financial planning services to individuals, high net- worth individuals , and other investment advisers. We do not have a minimum account size requirement."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/equita-financial-network-inc-fort-washington-pa-277031.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 124,
      "fewer_than_5": false,
      "raum": 91436909.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 310,
      "fewer_than_5": false,
      "raum": 299366156.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 162522.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/277031",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}