# AEQUITAS EQUITAS WEALTH MANAGEMENT LLC

AEQUITAS EQUITAS WEALTH MANAGEMENT LLC is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/brent-chavez

## Regulatory record

- **CRD number:** 312693
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/312693

## About

AEQUITAS EQUITAS WEALTH MANAGEMENT LLC is a state-registered investment adviser with $12 million in regulatory assets under management. The firm has 2 employees and 1 investment adviser. It operates with a small team.

## Questions

### Who runs investment decisions at AEQUITAS EQUITAS WEALTH MANAGEMENT LLC?

The specific individuals responsible for investment decisions at the firm have not been publicly identified. The firm's principals are not listed on any public directory or regulatory filing that is readily accessible. Without named leadership, it is not possible to attribute decision-making authority to any single person.

### Does AEQUITAS EQUITAS WEALTH MANAGEMENT LLC participate in fund commitments or only direct deals?

The firm's investment approach — whether fund commitments, direct deals, or a mix — has not been disclosed. Without public marketing materials, SEC filings, or press coverage, it is not possible to confirm its typical investment vehicle preferences. Other RIAs with similar privacy profiles often use a mix of fund investments and separate accounts based on client mandates.

### Which sectors does AEQUITAS EQUITAS WEALTH MANAGEMENT LLC explicitly avoid?

The firm has not publicly stated any sector exclusions. Without a published investment policy or strategy document, it is unknown whether it applies negative screens related to environmental, social, governance, or other criteria. Most RIAs of this scale customize sector exposure based on individual client preferences rather than firm-wide mandates.

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- [Harbor Hills Financial Advisors](https://altss.com/profile/harbor-hills-financial-advisors)
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Last updated: 2026-07-06T01:24:10.893Z

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