Equity Wealth Partners, Llc
- Regulatory AUM
- $259M
- Discretionary
- $259M
- Clients
- 939
- Avg AUM / client
- $275K
- Accounts
- 1,523
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 22, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 895 | $180M | 69.5% |
| High net worth individuals | 44 | $78.2M | 30.2% |
| Charitable organizations | Fewer than 5 clients | $628K | 0.24% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Keith Gilmore | Chief Compliance Officer | CFP | Jan 2022 (5y) | ≈ 18.75% – 50% via Ewp Holding, Llc |
| Eldon Eugene Anderson | Chief Executive Officer | CFP | Jan 2022 (5y) | ≈ 18.75% – 50% via Ewp Holding, Llc |
| Jason Wayne Anderson | Chief Financial Officer | Jan 2022 (5y) | ≈ 18.75% – 50% via Ewp Holding, Llc | |
| Henry David Whalen | Registered representative | Jan 2022 (5y) | ||
| Jeffrey Arthur Anger | Registered representative | May 2025 (1y) | ||
| Peyton Michael Anderson | Registered representative | Mar 2026 (0y) | ||
| Brian D. Ismert | Registered representative | CFP | May 2026 (0y) | |
| Derrick Wayne Barger | Registered representative | CFP | May 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Ewp Holding, Llc | Managing Member | Jan 2022 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- David Keith Gilmore: 25% – 50% of Ewp Holding, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Eldon Eugene Anderson: 25% – 50% of Ewp Holding, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Jason Wayne Anderson: 25% – 50% of Ewp Holding, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/22/2026 | 908 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Raymond James $259M (100% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 22, 2026.
View current Form ADV (SEC/IAPD) ↗