RIA Intel›Advisers›Washington›EQUILUS GROUP INC

EQUILUS GROUP INC

Advisory

WENATCHEE, WA

Data as of Mar 13, 2026 · Source: SEC Form ADV

Average account

$169K

across 152 accounts

AUM per adviser

$6M

4 advisers

Source: SEC Form ADV. Figures as filed Mar 13, 2026.

Total AUM

$26M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

6

Assets Under Management

Total AUM$26M

Discretionary AUM$0

Non-Discretionary AUM$26M

Discretionary %0%

Total Clients86

Team

Total Employees6

Investment Advisers4

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InID, IL, IN, OR, WA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

86 clients

13 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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