What departments does Equius Partners have?

Equius Partners has employees across 2 departments including Entrepreneurship, Consultant.

What is the largest department at Equius Partners?

The largest department at Equius Partners is Consultant with 2 employees.

Where are Equius Partners employees located globally?

Equius Partners has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Equius Partners's team size changed over time?

Equius Partners's team has decreased from approximately 8 to 7 employees based on available data.

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Equius Partners Employee Directory

Investment ManagementCalifornia, United States2-10 Employees

Equius Partners is an investment management firm based in Novato, California. Founded by founders who transitioned from traditional Wall Street practices in the early 1990s, the firm embraces Asset Class Investing, a methodology built on financial economics and behavioral finance to guide its investment approach. With a small professional footprint, the company serves clients seeking a distinctive investment framework that emphasizes market perspectives, intellectual rigor, and healthy skepticism toward the industry. A notable recent development is the announcement that Wealth Enhancement Group acquired Equius Partners, indicating a strategic transition within the independent wealth management landscape.

Equius Partners Global Highlights

North America
18

United States Of America
18

Europe
2

United Kingdom Of Great Britain And Northern Ireland
2

Equius Partners's Leadership

L. H.
Owner
Mobile Phone
Email
A. G.
Senior Wealth Advisor
Mobile Phone
Email
J. Z. A.
Senior Wealth Advisor
Mobile Phone
Email
M. B.
Corporate Counsel
Mobile Phone
Email
D. W.
Mobile Phone
Email

Equius Partners Employee Metrics

100%

50%

2026

2025

Banking
Community & Social Services
Accounting
Administrative
Analytics
Other

Contact profiles from Equius Partners

Name

Title

Contact Info

Location

Last Update

L. H.
Owner
Mobile Phone
Email
United KingdomNorthern Ireland
Jun 02, 2026
A. G.
Senior Wealth Advisor
Mobile Phone
Email
Oct 22, 2024
J. Z. A.
Senior Wealth Advisor
Mobile Phone
Email
Aug 16, 2024
M. B.
Corporate Counsel
Mobile Phone
Email
Oct 21, 2024
D. W.
Mobile Phone
Email
United KingdomEngland
Oct 12, 2025

Frequently Asked Questions

What is Equius Partners known for?

Equius Partners operates in the Investment Management industry; you can contact the main corporate office by phone at

+1-415-382-****

. Explore Equius Partners's company overview page for more information.

What is Equius Partners's most common email format?

Equius Partners employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Equius Partners email formats with LeadIQ.

How many employees does Equius Partners have currently?

Equius Partners has approximately 8 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Equius Partners's key employees and leadership?

As of July 2026, Equius Partners's key employees include:

Owner: L. H.
Senior Wealth Advisor: A. G.
Senior Wealth Advisor: J. Z. A.
Corporate Counsel: M. B.
: D. W.

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Equius Partners Employee Directory

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