Brent Chavez
Aequitas Equitas Wealth Management · Riegelsville, Pennsylvania
Brent Chavez is a fee-only financial advisor at Aequitas Equitas Wealth Management in Riegelsville, Pennsylvania. Brent focuses on retirement planning and tax planning. Aequitas Equitas Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Brent →
Specialties
Facts
| Firm | Aequitas Equitas Wealth Management |
|---|---|
| Based in | Riegelsville, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $11.7M across 58 accounts |
| SEC registration | Investment adviser representative in PA · CRD 4713806 |
| Exams passed | Series 63 (2003) · Series 65 (2017) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.aewmria.com |
| Profile |
How Brent's firm compares
- Aequitas Equitas Wealth Management's average account is about $201,000, from its Form ADV (assets managed divided by 58 accounts).
Request an introduction to Brent
Tell Brent a little about what you're looking for. Brent isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Brent
Is Brent Chavez a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brent holds no broker registration, and Aequitas Equitas Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brent charge for financial advice?
Brent's firm, Aequitas Equitas Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Brent Chavez based?
Brent Chavez is based in Riegelsville, Pennsylvania.
What does Brent specialize in?
Brent's specialties include retirement planning and tax planning.
Is Brent Chavez registered with the SEC?
Yes. Brent Chavez is registered as an investment adviser representative in PA (CRD 4713806), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Aequitas Equitas Wealth Management manage?
Aequitas Equitas Wealth Management reports $11.7M across 58 accounts in assets under management.
How do I contact Brent Chavez?
Through Brent's website, www.aewmria.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Aequitas Equitas Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.