# Equinox Wealth Management

Equinox Wealth Management is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 299391
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/299391

## About

EQUINOX WEALTH MANAGEMENT is a state-registered investment adviser with $84 million in regulatory assets under management. The firm manages $76 million on a discretionary basis. It has 1 employee and 1 investment adviser.

## Questions

### Who runs investment decisions at Equinox Wealth Management?

No individual has been publicly identified as leading investment decisions for Equinox Wealth Management. The firm's ownership and governance structure are not disclosed in any available public source. This lack of transparency is typical for very private family offices.

### What investment stages does Equinox Wealth Management target?

No investment stage preferences have been publicly disclosed by Equinox Wealth Management. There are no known reports of the firm participating in venture capital, growth equity, buyout, or other stages. Its investment approach remains entirely opaque.

### What sectors does Equinox Wealth Management focus on?

No sector focus has been identified for Equinox Wealth Management from any public source. The firm has not publicly stated preferences or avoided any sectors. Its portfolio composition, if any, is not visible.

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- [Personal Wealth Planning, LLC](https://altss.com/profile/personal-wealth-planning-llc)
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Last updated: 2026-07-06T01:24:16.022Z

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