EQ WEALTH ADVISORS
SEC RegisteredPlan purposefully to live a life of happiness and fulfillment.
About the firm
EQ Wealth Advisors is a strategic wealth management firm based in Dallas, TX. The firm helps families and individuals manage the emotional quotient in their investment decisions, bridging the gap between expectations and outcomes. They take a comprehensive view of clients' financial worlds, managing the details of a plan while teaching clients what they need to know.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive wealth management including Investment Management, Retirement Planning, Long-Term Care Planning, Estate Planning, Charitable Giving, Business Planning, Tax Efficient Wealth Management, Education Planning, and Cash Flow Management.
Who they serve
Responsible people who want greater confidence about their financial futures, care deeply about their loved ones and communities, and want a clear plan so they can spend more time focusing on what matters to them; described as diligent savers who appreciate clear-cut direction.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 198 | $87M |
| High Net Worth Individuals | 100 | $492M |
| Insurance Companies | 6 | — |
2 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of March 8, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Find an advisor that fits
Search AdvisorFinder's marketplace to compare financial advisors by specialty, location, fees, and more.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. EQ WEALTH ADVISORS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.