EQV ADVISORY, LLC
SEC RegisteredHolistic, Client-First Wealth Management
About the firm
EQVD Advisory provides individuals, families, and institutions with the clarity and confidence to manage their investments, wealth, and operational service needs. They simplify and unify investment, tax, estate, and planning needs with strategic expertise, a comprehensive suite of tools, and high-touch client care, always acting in clients' best interests.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Bespoke investment management, comprehensive wealth advice (proactive and episodic), facilitation, coordination and service, investment management, tax, estate, and planning needs, and reducing clients' administrative burden.
Who they serve
Individuals, families, and institutions (also described as families, individuals, and organizations)
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 7 | $2.1M |
| High Net Worth Individuals | 11 | $62M |
0 total clients reported on Form ADV.
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
Data as of January 16, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. EQV ADVISORY, LLC 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.