About Equity Wealth Partners, LLC
<p>Independence-based Equity Wealth Partners, LLC works with households and business owners across the Kansas City metro, the Midwest, and select out-of-state markets.</p> <p>The firm is a registered investment advisor and reports about $0.2B in assets under management (2026). Clients typically hire the team for financial planning and ongoing portfolio management, with recommendations aligned to each household’s goals and constraints.</p> <p>Equity Wealth Partners works with business owners, corporate executives, families, individuals, pre-retirees, and retirees. The firm serves clients throughout Missouri, Kansas, Iowa, Illinois, Nebraska, Texas, and Florida. A key differentiator is access to objective guidance from a team that includes CFP® professionals, paired with a relationship-driven approach.</p> <p>For employers reviewing workplace benefits, the firm can act as a <a href="/plan-advisors">plan advisor</a> and coordinate planning decisions with other <a href="/retirement-plans">retirement plan providers</a>.</p> <ul> <li>Registered investment advisor headquartered in Independence, Missouri (Kansas City metro)</li> <li>About $0.2B in assets under management (2026)</li> <li>Financial planning for individuals, families, executives, and business owners</li> <li>Ongoing portfolio management and investment oversight</li> <li>Service area includes MO, KS, IA, IL, NE, TX, and FL</li> </ul>
Website: https://www.equitywp.com/
Office Locations
- Independence, MO (Headquarters)
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $222.7M