# EQ Wealth Advisors EQ Wealth Advisors is a Bank / Wealth / Trust based in Dallas, United States. ## Overview - **Organization type:** Bank / Wealth / Trust - **Headquarters:** Dallas, United States - **Region:** North America - **Address:** Dallas, TX, United States - **Founded:** 2023 - **Assets under management:** Undisclosed - **Website:** eqwealthadv.com - **LinkedIn:** https://www.linkedin.com/company/eq-wealth-advisors-dallas-tx ## Regulatory record - **CRD number:** 322294 - **SEC file number:** 801-126838 - **Registration status:** Registered - **Latest Form ADV filing:** 2026-03-08 - **Reports private funds:** No ## About EQ Wealth Advisors was founded in 2023 and is headquartered in Dallas, Texas. The firm registered with the SEC as an investment adviser in its founding year, structuring its practice around combined financial planning and portfolio management for individuals, high-net-worth families, foundations, and institutional clients. Its Texas base places it in direct competition with the state's established wealth advisory firms and large bank trust departments. EQ Wealth Advisors operates as a hybrid wealth manager, offering both discretionary portfolio management and holistic planning services that include tax planning. The firm deploys client capital across public equities, fixed income, and mutual funds, with a stated ability to customize portfolios based on individual client risk tolerances and financial goals. Its fee schedule, disclosed in public filings, shows standard asset-based advisory fees, hourly planning charges, and fixed retainer arrangements. The firm does not publicly list specific portfolio holdings or direct investment capabilities in alternatives. The advisor's regulatory filings show a lean structure — it reports fewer than five employees who perform investment advisory functions. The firm does not disclose an AUM total publicly. It maintains its sole office in Dallas and does not operate additional locations. EQ Wealth Advisors is not associated with any disclosed philanthropic vehicles or operating businesses, nor does it maintain a known co-investor club or membership network. No operational events from the past 24 months are verifiable via public record. EQ Wealth Advisors is structurally notable for its flat incentive model — it charges no performance-based fees, a posture that distinguishes it from many Texas RIA peers who layer carried interest or performance allocations onto standard fees. This pure fee-only structure aligns the advisor with fiduciary obligations in the eyes of regulators and clients, avoiding the conflicts inherent in incentive compensation. EQ WEALTH ADVISORS was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-03-08, it reported 6 employees; 1,037 advisory accounts; services including Financial planning, Pension consulting, Portfolio management for individuals and small businesses; client categories including Corporations or other businesses, High net worth individuals, Individuals (other than high net worth individuals), Other investment advisers; compensation arrangements including A percentage of assets under management. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations. ## Questions ### Who is behind EQ Wealth Advisors? The firm's SEC registration does not name a single controlling principal in public filings. It lists a small team of investment adviser representatives whose names are on record with the SEC, but no external publication has profiled the founding team. Altss research has not confirmed the founder's identity through primary sources. ### How does EQ Wealth Advisors charge for its services? The firm uses a fee-only model with no performance-based compensation. Its publicly filed Form ADV shows three structures: a percentage of assets under management, fixed hourly fees for planning engagements, and flat retainer fees for ongoing advisory relationships. This eliminates the conflict of interest that performance fees can create. ### Does EQ Wealth Advisors invest in private markets or alternatives? Based on its publicly available disclosures, EQ Wealth Advisors constructs client portfolios from traditional asset classes — primarily equities, fixed income, and mutual funds. There is no public evidence the firm offers direct private equity, venture capital, hedge fund, or real asset access to clients. ### Is EQ Wealth Advisors part of a larger organization? No. EQ Wealth Advisors operates independently. Its SEC registration shows no affiliation with a broker-dealer, bank, insurance company, or larger RIA platform. It reports no parent company or related advisory entities in its public filings. ### Where does EQ Wealth Advisors fit in the Dallas wealth market? Dallas is home to established private banks, large multi-family offices, and decades-old RIAs. EQ Wealth Advisors entered this market in 2023 with a lean team and a standard advisory model. Without disclosed AUM or a named principal with a public track record, competitive differentiation in this market remains unproven. ## Related profiles - [EQ Investors](https://altss.com/profile/eq-investors) - [Equality Fund](https://altss.com/profile/equality-fund) --- Updated: 2026-10-24T19:50:38Z Canonical page: https://altss.com/profile/eq-wealth-advisors Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology