Overview
Assets Under Management: $130 million
High-Net-Worth Clients: 30
Average Client Assets: $3.6 million
Frequently Asked Questions
EQUILIBRIUM WEALTH 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 #311940), EQUILIBRIUM WEALTH LLC is subject to fiduciary duty under federal law.
EQUILIBRIUM WEALTH LLC serves 30 high-net-worth clients according to their SEC filing dated March 05, 2026. View client details ↓
According to their SEC Form ADV, EQUILIBRIUM WEALTH LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
EQUILIBRIUM WEALTH LLC manages $130 million in client assets according to their SEC filing dated March 05, 2026.
According to their SEC Form ADV, EQUILIBRIUM WEALTH LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 30
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.45%
Average Client Assets: $3.6 million
Total Client Accounts: 252
Discretionary Accounts: 252
Regulatory Filings
CRD Number: 311940
Filing ID: 2066139
Last Filing Date: 2026-03-05 12:58:19