Every new California business filing, every dayEquity Wealth Management
Equity Wealth Management is a financial advisory firm offering comprehensive wealth management services, including financial planning and tax-efficient strategies. The firm is located in Lutz, Florida, and led by Perry Nafziger. The website emphasizes providing clarity through uncertainty.
Filed July 9, 2026 · San Diego, CA · San Diego County
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California Secretary of State (bizfile Online) · Entity B20260317257 · Retrieved July 14, 2026
About Equity Wealth Management
EQUITY WEALTH MANAGEMENT, LLC filed in California on July 9, 2026, as a wealth management and financial advisory firm based in San Diego. The registered agent was filed through CORPORATE SERVICE CENTER, INC., a service used by 770 other entities. The domain was registered over 15 years before the filing, on October 21, 2010, through GoDaddy, and the website is built with FMG Suite. The business was first seen on July 14, 2026, five days after filing. No annual report or EIN on file yet.
- Domain registered 5,740 days before filing, indicating an established online presence.
- Filed through a corporate service agent shared by 770 other entities.
- We estimate revenue between $100K and $1M and 1 to 5 employees.
- Website built with FMG Suite, a platform for financial advisors.
- No annual report or EIN on file yet.
Compiled from the state record, the company's public web presence, and our own research; revenue, employee, and footprint figures are estimates, not verified financials. Updated August 24, 2026.
One of 467 new businesses registered in San Diego in July 2026, one of 2 wealth management businesses.
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Filing Details
Verified Business Profile
Contact Information
Verified Website Profile
We matched this business to its website and pulled the domain's registration (WHOIS) record. Domain age is one of the strongest signals that a filing is a truly new business and not a re-filing or paperwork change.
Frequently Asked Questions
When was Equity Wealth Management registered?
Equity Wealth Management was registered as LLC on July 9, 2026 in California.
Where is Equity Wealth Management located?
Equity Wealth Management is based in San Diego, CA, 92117, in San Diego County.
What type of business is Equity Wealth Management?
Equity Wealth Management is classified as a wealth management business (financial advisory).
Does Equity Wealth Management have an EIN on file?
No EIN was found on file for Equity Wealth Management at the time of registration.
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