# WealthEQ

WealthEQ is an Asset Manager based in Erie, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Erie, United States
- **Region:** North America
- **Address:** Miami, FL, United States
- **Founded:** 2022
- **Assets under management:** Undisclosed
- **Website:** wealtheq.com
- **LinkedIn:** https://www.linkedin.com/company/90550680

## Regulatory record

- **CRD number:** 324498
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/324498

## About

WEALTHEQ is a state-registered investment adviser in Erie, CO. The firm manages approximately $26 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Sectors

- Private Equity
- Wealth Management
- FinTech

## People

- Narbeh Khachatryan — Chief Executive Officer
- Jonathan Gelfand — President & General Counsel
- Armen Khachatryan — Chief Operating Officer

## Questions

### Who runs WealthEQ and what is their professional background?

CEO Narbeh Khachatryan founded WealthEQ in 2022. He previously held leadership roles at Equiniti Trust Company, a major US transfer agent. President and General Counsel Jonathan Gelfand brings SEC and FINRA regulatory experience from both law-firm and in-house positions. COO Armen Khachatryan rounds out the executive team with operational oversight. The trio left Equiniti to establish the platform.

### How is WealthEQ structured across its regulated entities?

WealthEQ operates three regulated subsidiaries: WealthEQ Securities (a FINRA-registered broker-dealer), WealthEQ Advisory (a state-registered investment advisor), and EQ Transfer (a stock-transfer agent). These entities work together so that the parent company can facilitate private capital raises, manage investor assets, and administer cap tables for private issuers. The structure is designed to create a single relationship spanning the full lifecycle of a private security.

### What role does the transfer-agent business play within WealthEQ?

EQ Transfer serves as a regulated stock-transfer agent, maintaining shareholder records for private companies. This produces recurring, relationship-sticky revenue independent of capital-markets cycles. It also generates visibility into private-company cap tables, which can inform the broker-dealer's capital-raising pipeline. The transfer-agent registration provides a regulatory moat that pure advisory platforms lack.

### What types of private offerings does WealthEQ facilitate?

The broker-dealer arm focuses on private-placement markets, specifically Regulation D and Regulation A offerings that permit general solicitation and wider investor participation (public record). WealthEQ positions itself as a distribution partner for private companies seeking to access accredited and qualified investors. The firm does not publicly disclose specific issuer mandates.

### Where does WealthEQ hold its regulatory registrations?

WealthEQ Securities (FINRA CRD #329211) and WealthEQ Advisory (SEC CRD #325333) were both registered in 2022, with principal offices in Miami, Florida. The firm's Form ADV and BrokerCheck records are publicly available through the SEC and FINRA respectively. These filings confirm the firm's status as an active, dual-registered financial-services platform in the United States.

## Related profiles

- [Wealth Span Capital Management](https://altss.com/profile/wealth-span-capital-management)
- [Wealthlynk](https://altss.com/profile/wealthlynk-inc)

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Last updated: 2026-06-03T20:00:00.000Z

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