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EQUITTA ADVISORS LLC
Equitta is a financial advisory firm built specifically for early-career physicians and works with physicians nationwide from residency to retirement.
Overview
Equitta is a financial advisory firm built specifically for early-career physicians and works with physicians nationwide from residency to retirement. It is a Registered Investment Advisor (RIA). Two of its founders are married to physicians and the third is a physician. The firm takes an evidence-based approach to financial planning and investing.
General information
Firm type
RIA
Year founded
2017
Principals
James Pommert
CFP — Founder
Ryan Collar
MD / MBA — Co-Founder
Dan Cremons — Co-Founder
James Pommert
CFP — Founder and Head of Financial Planning
Dan Cremons — Co-Founder and Head of Client Education
Jackson Pace
CPA — Tax Partner
Dr. Ryan Collar
MD / MBA — Co-Founder
Sector focus
Frequently asked questions
Are there any known investments by EQUITTA ADVISORS LLC?
There are no publicly reported investments, portfolio companies, or fund commitments attributable to EQUITTA ADVISORS LLC as of available public data.
What is the AUM of EQUITTA ADVISORS LLC?
Assets under management have not been disclosed by the firm or any external source. The AUM band is recorded as Undisclosed.
How does EQUITTA ADVISORS LLC source deals?
The firm does not publicly describe its sourcing strategy. Given the absence of disclosed principals or investments, no sourcing model can be inferred from public records.
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