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EQUINOX WEALTH MANAGEMENT

Advisory

CA

Data as of Jan 28, 2026 · Source: SEC Form ADV

Rank in CA
#2,973
of 5,480 advisers by AUM
Average account
$494K
across 170 accounts
AUM per adviser
$84M
1 advisers

Source: SEC Form ADV. Figures as filed Jan 28, 2026.

Total AUM
$84M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$84M
Discretionary AUM$76M
Non-Discretionary AUM$8M
Discretionary %90.1%
Total Clients41
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureOther (specify)
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

ON THE TRAIL FINANCIAL PLANNING, LLC
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MPM BIO EQUITIES ADVISER, LLC
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-50.2% 1Y
JACOB ASSET MANAGEMENT OF NEW YORK LLC
HERMOSA BEACH, CA
$84M
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SWORD CAPITAL PARTNERS, LLC
LOS ANGELES, CA
$84M
+39.0% 1Y
PROPRIETOR WEALTH MANAGEMENT INC.
LARKSPUR, CA
$84M

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