Michael
Varga
Eq Wealth Management
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About this Advisor
Michael Varga is a financial advisor who works in Bellevue, Washington with a total of 5 years of relevant experience. Varga is on the advisory team at Eq Wealth Management. During their career, Varga has held roles at J.P. Morgan Securities LLC, Capital Planning LLC and Eq Wealth Management. Varga has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to serve investors in Washington. Eq Wealth Management is a financial advisory firm with a branch in Bellevue, Washington. The investment advisory business has a total of 10 people on staff. It oversees $458 million in assets under management across its 1,650 client accounts, making it one of the bigger investment advisory firms in the nation by assets under management. The firm serves one charitable organizations. Of its 1,650 accounts, 73% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. Eq Wealth Management has a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees charged by financial advisors typically are based on which service is provided. Fees billed by Eq Wealth Management typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Eq Wealth Management Brokerage Details
$458,104,134
10
1,650
$277,639
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Michael Varga Work History
Michael has been registered as a financial advisor for 5 years.*
Eq Wealth Management
Capital Planning LLC
J.P. Morgan Securities LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Varga to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Eq Wealth Management
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
Bellevue, WA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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