# Equity Wealth Partners, LLC

> Equity Wealth Partners, LLC is an SEC-registered investment advisory firm in Independence, MO, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 18, 2026.

- CRD: 317224
- Filed as: EQUITY WEALTH PARTNERS, LLC
- Also doing business as: ISMERT-BARGER WEALTH ADVISORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Independence, MO
- Filing period: October 2026
- Form ADV filing dated: August 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/317224
- AdvisorCensus page: https://advisorcensus.com/firm/equity-wealth-partners-llc-independence-mo-317224

## Quick answers

**How is Equity Wealth Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Equity Wealth Partners, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Equity Wealth Partners, LLC charge?**
Its Form ADV Part 2A brochure dated August 18, 2026 states: Asset-based fee: 0.35% to 1.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Equity Wealth Partners, LLC located?**
Equity Wealth Partners, LLC's principal office is in Independence, MO, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Equity Wealth Partners, LLC registered with the SEC or a state?**
Equity Wealth Partners, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 317224.

**How much does Equity Wealth Partners, LLC manage?**
Equity Wealth Partners, LLC reports $258,581,223 in regulatory assets under management in its Form ADV filing dated August 18, 2026 (100% discretionary).

**How have Equity Wealth Partners, LLC's assets and staff changed since 2022?**
In the Form ADV data for Equity Wealth Partners, LLC: Regulatory assets under management: $170,000,000 in the October 2022 data and $258,581,223 in the October 2026 data, up 52%. Total employees: 6 in October 2022 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Equity Wealth Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (895); high net worth individuals (44).

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

**Does Equity Wealth Partners, LLC 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/317224

**What changed in Equity Wealth Partners, LLC's recent Form ADV filings?**
In the September 2026 filing data: Registered or notice-filed in CO.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated August 18, 2026)

- Asset-based fee: 0.35% to 1.5% a year (a range, as the brochure states it)

> Wealth management fees generally range from 0.35% to 1.50% annually, depending on the fee structure applicable to the Client’s agreement, the complexity of services, and the aggregate assets under management with the Advisor.

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

### Custodians (Schedule D, Section 5.K(3))
- Raymond James Financial Services, 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: $258,581,223
- Discretionary: $258,581,223
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 895 | $179,750,589 |
| High net worth individuals | 44 | $78,202,490 |
| Charitable organizations | Fewer than 5 | $628,144 |

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

### Firm details
- Registered since: 2022 (4 years)
- Employees: 8 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, FL, IA, IL, KS, MN, MO, NE, OH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Topeka, KS

### Websites listed on Form ADV (Item 1.I)
- [equitywp.com](https://equitywp.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $170,000,000 | 6 | August 29, 2022 |
| October 2023 | $172,125,000 | 6 | February 6, 2023 |
| October 2024 | $195,889,943 | 7 | August 5, 2024 |
| October 2025 | $222,749,040 | 7 | May 24, 2025 |
| October 2026 | $258,581,223 | 8 | August 18, 2026 |

Regulatory assets under management: $170,000,000 in the October 2022 data and $258,581,223 in the October 2026 data, up 52%.
Total employees: 6 in October 2022 and 8 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Registered or notice-filed in CO.

### July 2026
- Registered or notice-filed in CA, MN, OH.

### June 2026
- Added the business name Ismert-Barger Wealth Advisors.
- Added an office in Topeka, KS.
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Employees performing advisory functions went from 4 to 6.
- Regulatory assets under management went from $222,749,040 to $258,581,223 (+16%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Equity Wealth Partners, LLC (CRD 317224): Form ADV filing data as of October 2026.