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Esqwealth CRD 320834
$21.1M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1324 Sherman Ave., Coeur D'ALene, ID 83814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-10-29 |
Branch Locations
501 West Broadway Suite 800, San Diego, CA 92101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Johnson Fistel, Llp | San Diego | CA | 05/2011 | Present |
| Esq. Wealth Management, Inc. | San Diego | CA | 03/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-16 |
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