# Sheldon Steuer

> Sheldon Steuer is a fee-only financial advisor at Equinum in New York, New York. Sheldon focuses on family wealth transfer. Equinum reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/sheldon-steuer/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Equinum
- **Based in:** New York, New York
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $757.0M across 640 accounts
- **Specialties:** Family wealth transfer
- **Works with:** Ultra high net worth, Multi-generational families
- **CRD:** 1809557 (https://adviserinfo.sec.gov/individual/summary/1809557)
- **SEC registration:** Investment adviser representative in CA, NY
- **Exams passed:** Series 63 (1988), Series 65 (2011)
- **Firm size:** 7 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://equinum.com/

## Frequently asked questions

### Is Sheldon Steuer a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Sheldon holds no broker registration, and Equinum reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Sheldon charge for financial advice?

Sheldon's firm, Equinum, reports charging a percentage of assets on its SEC Form ADV.

### Where is Sheldon Steuer based?

Sheldon Steuer is based in New York, New York.

### What does Sheldon specialize in?

Sheldon's specialties include family wealth transfer. Sheldon works with ultra high net worth and multi-generational families.

### Is Sheldon Steuer registered with the SEC?

Yes. Sheldon Steuer is registered as an investment adviser representative in CA and NY (CRD 1809557), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Equinum manage?

Equinum reports $757.0M across 640 accounts in assets under management.

### How do I contact Sheldon Steuer?

Through Sheldon's website, equinum.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1809557): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://equinum.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.