Equilibrium Wealth LLC
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
FINTRXOverview
Equilibrium Wealth LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2021. The firm serves both individual/family clients and institutional accounts and acts as a capital allocator, blending discretionary portfolio management with financial planning and manager selection services. Its advisory engagements are billed through a mix of asset-based fees, hourly charges, and fixed-fee arrangements. Equilibrium does not position itself as an ESG investor and is not listed as a pension consultant or related adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds65%
- Exchange Traded Equities26%
- Private Funds7%
- Cash & Cash Equivalents2%
- Non-Exchange Traded Equities1%
Owners & executives
1 of 1
David Rabinowitz
Chief Executive OfficerCRD 2123541
Contacts
2 of 2
Mark Herskovitz
Senior Wealth ManagerCRD 1175064
Asaph Elan
Wealth ManagerCRD 4547392
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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