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Firms

Equalient, LLC

Location not listed

1 advisor

About the firm

A registered investment advisory firm. Services include other services.

How they work

How they’re paid ?A percentage of the assets they manage; Flat or fixed fees
Typical client size ?Not stated
Assets under management ?Not stated
Individual clientsNot stated
Median years of experience27
FoundedNot stated

Services

Other services

Advisors at Equalient

1Advisors
27Median years of experience
1States with offices
–Offices
1 advisor · Equalient
Equalient
27yrs
David Takata
Financial advisor
Henderson, NV
Top 22% by experience in Henderson
Fiduciary
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Also known as

Equalient

About Equalient

How do I contact Equalient?

Call the main office at (949) 345-1125. The main office is at , .

How is Equalient paid?

The firm reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask for your total yearly cost in dollars.

What services does Equalient offer?

Other services.

How many advisors work at Equalient?

We list 1 advisor currently registered with the firm.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.