Equus Private Wealth LLC

www.equusprivatewealth.com

Equus is a fee-based registered investment advisor focused on the Colorado tax-exempt market. We custom build separately managed accounts and provide the service clients deserve when choosing a boutique advisor. Equus always welcomes a conversation about municipal bonds. If you would like to review your portfolio of Colorado or California tax-exempt bonds, please don’t hesitate to call us at 970-963-9254. Disclosures can be found at https://www.equusprivatewealth.com/disclosures.

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Equus is a fee-based registered investment advisor focused on the Colorado tax-exempt market. We custom build separately managed accounts and provide the service clients deserve when choosing a boutique advisor. Equus always welcomes a conversation about municipal bonds. If you would like to review your portfolio of Colorado or California tax-exempt bonds, please don’t hesitate to call us at 970-963-9254. Disclosures can be found at https://www.equusprivatewealth.com/disclosures.

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Country

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State

Colorado

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Employees

1-10

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Founded

2007

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Estimated Revenue

$10,000,000 to $50,000,000

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  • President and Chief Executive Officer

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  • President and Chief Executive Officer

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  • Partner and Chief Compliance Officer

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  • Registered Agent

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