Jonathan Wierman
EQV Advisory · Raleigh, North Carolina
Jonathan Wierman is a fee-only financial advisor at EQV Advisory in Raleigh, North Carolina. EQV Advisory reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | EQV Advisory |
|---|---|
| Based in | Raleigh, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $106.8M across 122 accounts |
| SEC registration | Investment adviser representative in NC · CRD 7146584 |
| Exams passed | Series 63 (2024) · Series 65 (2026) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.eqvadvisory.com |
How Jonathan's firm compares
- EQV Advisory's average account is about $875,000, from its Form ADV (assets managed divided by 122 accounts).
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Questions about Jonathan
Is Jonathan Wierman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and EQV Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jonathan charge for financial advice?
Jonathan's firm, EQV Advisory, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jonathan Wierman based?
Jonathan Wierman is based in Raleigh, North Carolina.
Is Jonathan Wierman registered with the SEC?
Yes. Jonathan Wierman is registered as an investment adviser representative in NC (CRD 7146584), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does EQV Advisory manage?
EQV Advisory reports $106.8M across 122 accounts in assets under management.
How do I contact Jonathan Wierman?
Through Jonathan's website, www.eqvadvisory.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
- 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.
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