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EQUITA FINANCIAL NETWORK, INC.
CRD 277031 · SEC 801-120628
500 OFFICE CENTER DRIVE, SUITE 400, FORT WASHINGTON, PA, 19034, United States
Phone
800.604.0176
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$391.0M
Discretionary AUM
$390.9M
Team
19 total employees; 15 advisory reps; 68 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-04-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 124 | $91.4M |
| High net worth individuals | 310 | $299.4M |
States served
AZ, CA, CO, GA, IL, MA, MI, MN, NM, NY, NC, OH, OR, PA, TN, VA, MO, WA, TX, CT, FL
All web addresses on file
- https://www.linkedin.com/in/shehara/
- https://www.facebook.com/YourStoryFinancial/
- https://www.instagram.com/moneyandmoves/
- https://www.youtube.com/channel/UCuuFRnEu_a41JDZ1JZV1vsw
- https://www.equilafinancial.com/
- https://www.linkedin.com/in/ann-shubert-cfp%C2%AE-mba-06a27169/
- https://www.linkedin.com/company/equila-financial-llc/
- https://www.facebook.com/people/Equila-Financial/61562610500941/
- https://www.linkedin.com/in/lauracorbianicfp/
- https://www.linkedin.com/company/astraea-wealth/
- https://www.facebook.com/aeglewealth
- https://www.modernfamilyfinance.com/
- https://x.com/equitafn
- https://www.aeglewealth.com/
- https://www.facebook.com/TrumanWealth/
- https://www.yourplacetoflourish.com/
- https://www.facebook.com/AnnSplaining
- https://www.facebook.com/equitafinancialnetwork/
- http://www.equitafn.com
- http://www.wealthchoice.com/
- http://www.methodfinancialplanning.com/
- https://www.facebook.com/wealthchoice/
- https://www.mountainwealthplanning.com/
- https://www.yourstoryfinancial.com/
- https://www.linkedin.com/in/amy-hamasaki/
- https://www.linkedin.com/company/modern-family-finance/
- https://www.linkedin.com/company/method-financial-planning
- https://www.instagram.com/aeglewealth
- https://www.linkedin.com/company/aeglewealth/
- https://www.facebook.com/amymwp
- https://www.facebook.com/people/Astraea-Wealth-Management/61558222325555/
- https://www.facebook.com/ModernFamilyFinances/
- https://www.linkedin.com/company/wealthchoice-llc/about/
- https://www.instagram.com/trumanwealthadvisors/
- https://www.linkedin.com/company/equita-financial-network/
- https://x.com/jendazols
- https://open.spotify.com/show/7uNq7WaGgZIqLgsG3cY1W8
- https://www.youtube.com/channel/UCKu9LWIM1E8pHJ0ZWpjX8dA
- https://www.linkedin.com/in/bridget-venus-grimes-cfp%C2%AE-7972a527/
- https://www.instagram.com/wealthchoice_
- https://www.linkedin.com/in/stefaniecrowe/
- https://www.instagram.com/equitafn/
- https://www.linkedin.com/in/kim-spencer/
- https://www.instagram.com/methodfinancial/
- https://www.facebook.com/groups/7319997614771462/
- https://www.youtube.com/@AmyHamasaki
- http://www.claritypointfinancial.com
- https://www.youtube.com/themoneydecisionsshow
- https://www.instagram.com/modern_family_finance/
- https://www.astraeawealth.com/
Official SEC filing: View on IAPD