# Equity Wealth Partners, LLC
Source: https://planprovider.pro/provider/equity-wealth-partners-llc

> Independence-based Equity Wealth Partners, LLC works with households and business owners across the Kansas City metro, the Midwest, and select out-of-state m…

Retirement Plan Advisor

Independence, MO

## 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/](https://www.equitywp.com/)

## Office Locations

- Independence, MO (Headquarters)

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $222.7M

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