Equity Wealth Partners provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 51–100 clients last fiscal year.
Equity Wealth Partners reports 939 clients. They include 895 individual clients and 44 high-net-worth individuals. Of its assets, 100.0% ($259M across 1,523 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 95% | 70% |
| High-net-worth individuals | 5% | 30% |
| Charitable organizations | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 895 | $180M | 69.5% | $201K |
| High-net-worth individuals | 44 | $78.2M | 30.2% | $1.78M |
| Charitable organizations | Fewer than 5 | $628K | 0.2% | — |
| Total | 939 | $259M | 100% | — |
- Clients
- 895
- Regulatory AUM
- $180M
- AUM share
- 69.5%
- Avg. per client
- $201K
- Clients
- 44
- Regulatory AUM
- $78.2M
- AUM share
- 30.2%
- Avg. per client
- $1.78M
- Clients
- Fewer than 5
- Regulatory AUM
- $628K
- AUM share
- 0.2%
- Avg. per client
- —
Total
- Clients
- 939
- Regulatory AUM
- $259M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Equity Wealth Partners is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Standalone Financial Planning
- Standalone financial planning is billed hourly at a rate set by plan complexity, or as an annual fixed fee of $500 to $12,000 per year.
Ewp Holding, LLC owns 75% or more of Equity Wealth Partners and is in turn owned by David Gilmore (50–75%) and Jason Anderson (50–75%). The leadership team of Equity Wealth Partners includes Chief Financial Officer Jason Anderson and Chief Compliance Officer David Gilmore. It has 8 employees, 6 of them in advisory roles.
Leadership
- Jason AndersonChief Financial Officer
- David GilmoreChief Execuitive Officer / Chief Compliance Officer
Investment adviser representatives
7 representatives listed in the SEC register as of 9 October 2026.
- Eldon Eugene Anderson
- Jason Wayne Anderson
- Peyton Michael Anderson
- Jeffrey Arthur Anger
- Derrick Wayne Barger
- David Keith Gilmore
- Brian D. Ismert
Staff
- 8 employees
- 6 in advisory functions
- 6 state-registered reps
- 1 broker-dealer rep
- 1 insurance agent
- Owns 75% or more of Equity Wealth Partners, LLC
Ewp Holding, LLC
Control person · since January 2022
- Owns 50% to 75% of Ewp Holding, LLC
David Gilmore
Control person · since January 2022
- Owns 50% to 75% of Ewp Holding, LLC
Jason Anderson
Control person · since January 2022
Equity Wealth Partners’ regulatory assets grew 1.5× from $170M (May 2022) to $259M (August 2026); clients rose from 489 to 939 and employees from 6 to 8.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| August 2026 | $259M | 939 | 8 | 2 |
| May 2025 | $223M | 593 | 7 | 1 |
| June 2024 | $196M | 577 | 7 | 1 |
| February 2023 | $172M | 584 | 6 | 1 |
| May 2022 | $170M | 489 | 6 | 1 |
Besides its headquarters, Equity Wealth Partners has 1 office, with 2 listed addresses in Kansas and Missouri.
Kansas · 1 listed address
- 3635 SW Fairlawn RD., Topeka
Missouri · 1 listed address
- 4700 S Cedar Crest CT, IndependenceHQ
Other business names
Equity Wealth Partners has reported 1 other business name to the SEC.
- Ismert-Barger Wealth Advisors
Contact and registration details
- Legal name
- Equity Wealth Partners, LLC
- Headquarters
- 4700 S Cedar Crest CT, Independence, MO 64055
- Website
- equitywp.com
- Phone
- 816-373-1068
- SEC file
- 801-122943
- Structure
- Missouri LLC
- Fiscal year end
- December
Equity Wealth Partners uses Raymond James ($259M) as custodian for its separately managed accounts. Equity Wealth Partners has custody of $2.57M in client assets for 6 clients.
- Raymond JamesRaymond James Financial Services, Inc. · St. Petersburg, FL · $259M100%
At year end, Equity Wealth Partners’ separately managed accounts were mostly in stocks (66%) and funds (23%). Its reported 13F holdings for the quarter ended 30 June 2026 total $278M across 109 positions; the largest are Vanguard Index Fds (11.3%), iShares TR (6.7%) and Vanguard Index Fds (6.7%).
What the accounts hold
- Stocks66%
- Funds23%
- Bonds2%
- Cash7%
- Other2%
- Annuities, reits, closed-end funds2%
Reported 13F holdings
- $278M
- Reported 13F value
- 109
- Positions
- 51.5%
- In the 10 largest
- +79.8%
- Value vs. prior quarter
- Vanguard Index Fds · Mid Cap ETF11.3%
- iShares TR · Rus Tp200 GR ETF6.7%
- Vanguard Index Fds · Small CP ETF6.7%
- Schwab Strategic TR · Fundamental US L5.4%
- State Str SPDR S&P 500 ETF T · TR Unit4.0%
- Vanguard BD Index Fds · Intermed Term3.9%
- American Centy ETF TR · Intl EQT ETF3.8%
- iShares TR · Core S&P500 ETF3.3%
- Select Sector SPDR TR · ST Str Techn ETF3.2%
- American Centy ETF TR · US EQT ETF3.2%
Together, the ten largest are 51.5% of reported value.
How many clients does Equity Wealth Partners have?
Equity Wealth Partners has 939 clients and manages $259 million for them, as of August 2026. They include 895 individual clients and 44 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 18 August 2026
What services does Equity Wealth Partners offer?
Equity Wealth Partners provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Equity Wealth Partners use?
Equity Wealth Partners’ separately managed account assets are held at Raymond James Financial Services, Inc. (St. Petersburg, FL), with $259M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 August 2026
How many financial advisors does Equity Wealth Partners have?
Equity Wealth Partners has 6 investment adviser representatives registered with state securities authorities, out of 8 employees, and 6 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Equity Wealth Partners invest in?
At the end of its last fiscal year, Equity Wealth Partners’ separately managed accounts held 66% exchange-traded equities, 23% registered funds (mutual funds, ETFs, BDCs), 7% cash and equivalents, 2% investment grade corporate bonds and 2% other. The 2% other category is described as: Annuities, Reits, Closed-End Funds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Equity Wealth Partners?
Equity Wealth Partners is owned through a holding company by David Gilmore and Jason Anderson. Its direct owner is Ewp Holding, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 18 August 2026
How does Equity Wealth Partners get paid?
Equity Wealth Partners is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Equity Wealth Partners?
Equity Wealth Partners’ main office is at 4700 S Cedar Crest CT, Independence, MO 64055. Its phone number is 816-373-1068. Its website is equitywp.com.