Overview
Assets Under Management: $130 million
Headquarters: KATY, TX
High-Net-Worth Clients: 21
Average Client Assets: $3.1 million
Frequently Asked Questions
EQUILIBRIA WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #311785), EQUILIBRIA WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
EQUILIBRIA WEALTH MANAGEMENT, LLC is headquartered in KATY, TX.
EQUILIBRIA WEALTH MANAGEMENT, LLC serves 21 high-net-worth clients according to their SEC filing dated March 06, 2026. View client details ↓
According to their SEC Form ADV, EQUILIBRIA WEALTH MANAGEMENT, LLC offers portfolio management for individuals and selection of other advisors. View all service details ↓
EQUILIBRIA WEALTH MANAGEMENT, LLC manages $130 million in client assets according to their SEC filing dated March 06, 2026.
According to their SEC Form ADV, EQUILIBRIA WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 21
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 50.31%
Average Client Assets: $3.1 million
Total Client Accounts: 205
Discretionary Accounts: 205
Regulatory Filings
CRD Number: 311785
Filing ID: 2066667
Last Filing Date: 2026-03-06 17:50:41