RIA Intel›Advisers›Pennsylvania›EQUITA FINANCIAL NETWORK, INC.

EQUITA FINANCIAL NETWORK, INC.

Advisory

N·FORT WASHINGTON, PA

Data as of Jul 21, 2026 · Source: SEC Form ADV

Total AUM
$391M
1-Year AUM Growth
+86.8%
3-Year CAGR
+39.9%
Employees
15
Assets Under Management
Total AUM$391M
Discretionary AUM$391M
Non-Discretionary AUM$61K
Discretionary %100%
Total Clients453
Team
Total Employees15
Investment Advisers19
Employee Growth (1Y)+62.5%
Filing History
Total Filings on Record19
First FilingFeb 25, 2021
Latest FilingJul 21, 2026
🔒 Full AUM trend chart and 19 historical filings spanning 5+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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