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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

EQUITY WEALTH PARTNERS, LLC

CRD 317224

INDEPENDENCE, MO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e52ac962-82a2-a28e-c8e5-bfb17e48cc76

Data as of Aug 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:22 AM UTC and rebuilt at most every 15 minutes.

Relationships: 15
Dated events: 6
On other graphs: 0
Observed: Nov 29, 2021 to Aug 18, 2026
16 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=1.0
Regulatory AUM: $259MItem 5.F on the latest filing (2026-08-18); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $259M
Private client RAUM: $258MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $36.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 6
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1,523
Individual clients: 895
High net worth clients: 44
Custody, client assets: $2.6M
SEC number: 801-122943
CRD: 317224
Filings on the tape: 16
First filed: Nov 29, 2021
Latest filed: Aug 18, 2026
Organised: Limited Liability Company, MO
Website: equitywp.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ELDON EUGENE ANDERSON	Certified Financial Planner	Independence, MO	4	41	1	no
JASON WAYNE ANDERSON	n/a	Independence, MO	4	27	1	no
DAVID KEITH GILMORE	Certified Financial Planner	Independence, MO	4	13	1	yes
Jeffrey Arthur Anger	n/a	INDEPENDENCE, MO	1	18	n/a	no
Peyton Michael Anderson	n/a	INDEPENDENCE, MO	0	19	n/a	no
BRIAN D. ISMERT	Certified Financial Planner	Topeka, KS \| INDEPENDENCE, MO	0	26	1	no
Derrick Wayne Barger	Certified Financial Planner	Topeka, KS \| INDEPENDENCE, MO	0	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ANDERSON, ELDON, EUGENE	CHIEF EXECUTIVE OFFICER	Na	yes	01/2022	Jan 27, 2022	Aug 5, 2024
ANDERSON, ELDON, EUGENE	Member	C	yes	01/2022	Jan 27, 2022	Aug 5, 2024
ANDERSON, JASON, WAYNE	CHIEF FINANCIAL OFFICER	Na	yes	01/2022	Jan 27, 2022	Aug 5, 2024
ANDERSON, JASON, WAYNE	Member	C	yes	01/2022	Jan 27, 2022	Aug 5, 2024
EWP HOLDING, LLC	MANAGING MEMBER	E	yes	01/2022	Jan 27, 2022	Aug 5, 2024
GILMORE, DAVID, KEITH	Member	C	yes	01/2022	Jan 27, 2022	Aug 5, 2024
GILMORE, DAVID, KEITH	CHIEF COMPLIANCE OFFICER	Na	yes	01/2022	Jan 27, 2022	Aug 5, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 4 of 5

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 26, 2026	$259M	$259M	8	6	n/a	n/a
2024	Feb 21, 2025	$223M	$223M	7	4	n/a	n/a
2023	Feb 7, 2024	$196M	$196M	7	4	n/a	n/a
2022	Feb 6, 2023	$172M	$172M	6	4	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$259M	$223M	16.1%	$172M	14.5%	8	7	1	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
AMERIPRISE FINANCIAL SERVICES, LLC	3	Feb 1, 2022	Jan 28, 2022	INDEPENDENCE, MO	Team lift out	Ibd to new firm	0.0%

Relationships

Registered with (7)

← BRIAN D. ISMERTAdvisorregistration: current employment
May 17, 2026 to presentfactForm ADV
← Derrick Wayne BargerAdvisorregistration: current employment
May 17, 2026 to presentfactForm ADV
← Peyton Michael AndersonAdvisorregistration: current employment
Mar 26, 2026 to presentfactForm ADV
← Jeffrey Arthur AngerAdvisorregistration: current employment
May 14, 2025 to presentfactForm ADV
← ELDON EUGENE ANDERSONAdvisorregistration: current employment
Jan 28, 2022 to presentfactForm ADV
← JASON WAYNE ANDERSONAdvisorregistration: current employment
Jan 28, 2022 to presentfactForm ADV
← DAVID KEITH GILMOREAdvisorregistration: current employment
Jan 28, 2022 to presentfactForm ADV

Controls (4)

← ANDERSON, ELDON, EUGENEOwnerMEMBER, ownership code C, individual
Jan 27, 2022 to Aug 5, 2024factForm ADV
← ANDERSON, JASON, WAYNEOwnerMEMBER, ownership code C, individual
Jan 27, 2022 to Aug 5, 2024factForm ADV
← GILMORE, DAVID, KEITHOwnerMEMBER, ownership code C, individual
Jan 27, 2022 to Aug 5, 2024factForm ADV
← EWP HOLDING, LLCOwnerMANAGING MEMBER, ownership code E, domestic entity
Jan 27, 2022 to Aug 5, 2024factForm ADV

Moved with (1)

← AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviser3 advisors, team lift out
Feb 1, 2022 to Jan 28, 2022factForm ADV

Dated events

Occurred
Feb 1, 2022
Team lift-out
3 advisors left Ameriprise Financial Services, LLC (Independence, MO) for Equity Wealth Partners, LLC a day apart
Form ADVobserved 3 days ago
3 advisors
Occurred
Jan 27, 2022
Control person left
Edward Christopher Winn (Chief Compliance Officer) no longer on Schedule A of Equity Wealth Partners, Llc (listed 2021-11-29, absent 2022-01-27)
Form ADVobserved 4 days ago
Occurred
Jan 27, 2022
Control person joined
Eugene Eldon Anderson (Chief Executive Officer) appeared on Schedule A of Equity Wealth Partners, Llc
Form ADVobserved 4 days ago
Occurred
Jan 27, 2022
Control person joined
Keith David Gilmore (Chief Compliance Officer) appeared on Schedule A of Equity Wealth Partners, Llc
Form ADVobserved 4 days ago
Occurred
Jan 27, 2022
Control person joined
Wayne Jason Anderson (Chief Financial Officer) appeared on Schedule A of Equity Wealth Partners, Llc
Form ADVobserved 4 days ago
Occurred
Nov 29, 2021
First Form ADV filing
Equity Wealth Partners, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e52ac962-82a2-a28e-c8e5-bfb17e48cc76
First observed: Nov 29, 2021
Last observed: Aug 18, 2026 32 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

EQUITY WEALTH PARTNERS, LLC

CRD 317224

INDEPENDENCE, MO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e52ac962-82a2-a28e-c8e5-bfb17e48cc76

Data as of Aug 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:22 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ELDON EUGENE ANDERSON

Certified Financial Planner

Independence, MO

JASON WAYNE ANDERSON

n/a

Independence, MO

DAVID KEITH GILMORE

Certified Financial Planner

Independence, MO

yes

Jeffrey Arthur Anger

n/a

INDEPENDENCE, MO

n/a

Peyton Michael Anderson

n/a

INDEPENDENCE, MO

n/a

BRIAN D. ISMERT

Certified Financial Planner

Topeka, KS | INDEPENDENCE, MO

Derrick Wayne Barger

Certified Financial Planner

Topeka, KS | INDEPENDENCE, MO

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ANDERSON, ELDON, EUGENE

CHIEF EXECUTIVE OFFICER

yes

01/2022

Jan 27, 2022

Aug 5, 2024

ANDERSON, ELDON, EUGENE

Member

yes

01/2022

Jan 27, 2022

Aug 5, 2024

ANDERSON, JASON, WAYNE

CHIEF FINANCIAL OFFICER

yes

01/2022

Jan 27, 2022

Aug 5, 2024

ANDERSON, JASON, WAYNE

Member

yes

01/2022

Jan 27, 2022

Aug 5, 2024

EWP HOLDING, LLC

MANAGING MEMBER

yes

01/2022

Jan 27, 2022

Aug 5, 2024

GILMORE, DAVID, KEITH

Member

yes

01/2022

Jan 27, 2022

Aug 5, 2024

GILMORE, DAVID, KEITH

CHIEF COMPLIANCE OFFICER

yes

01/2022

Jan 27, 2022

Aug 5, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 26, 2026

$259M

n/a

2024

Feb 21, 2025

$223M

n/a

2023

Feb 7, 2024

$196M

n/a

2022

Feb 6, 2023

$172M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$259M

$223M

16.1%

$172M

14.5%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

AMERIPRISE FINANCIAL SERVICES, LLC

Feb 1, 2022

Jan 28, 2022

INDEPENDENCE, MO

Team lift out

Ibd to new firm

0.0%