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EQUITTA ADVISORS LLC
CRD 288351
220 MILL STREET, STE #23, MILFORD, OH, 45150, United States
Phone
844-369-3961
Fax
262-331-6063
Registration
— (—)
Source
State registered
Total AUM
$89.8M
Discretionary AUM
$89.8M
Team
2 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 70 | $20.8M |
| High net worth individuals | 39 | $69.0M |
All web addresses on file
Official SEC filing: View on IAPD