Equilibrium Wealth LLC

RIASEC RegisteredEst. 2021

Total AUM

$130M

Discretionary

$130M

100% of AUM

Avg account

$514K

Accounts

252

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 311940
Registered since: January 4, 2021
Website: getequilibrium.com
Custodians: PERSHING LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI84.45%
Individuals13.59%
Corporations / Businesses1.96%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Equilibrium Wealth LLC is an independent, SEC-registered Registered Investment Adviser that began registration in 2021 and is owned by an individual principal. The firm serves both high-net-worth individuals and institutions, offering financial planning, portfolio management for individuals and small businesses, and manager selection services. It bills clients on a mix of percentage-of-AUM, hourly, and fixed-fee arrangements and identifies itself as a capital allocator rather than a purely advisory-only shop. Equilibrium does not flag itself as an active ESG investor.