# EQUITTA ADVISORS LLC

EQUITTA ADVISORS LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Founded:** 2017
- **Assets under management:** Undisclosed
- **Website:** https://equitta.com
- **LinkedIn:** https://www.linkedin.com/company/equitta-advisors

## Regulatory record

- **CRD number:** 288351
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/288351

## About

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.

## Sectors

- Early-career physicians

## People

- 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

## Questions

### Who are the principals of EQUITTA ADVISORS LLC?

No named principals or key personnel have been publicly identified. The firm does not list a management team on any accessible public record.

### 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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- [Oakley Capital Manager Limited](https://altss.com/profile/oakley-capital-manager-limited)
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Last updated: 2026-08-11T15:06:42.396Z

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