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EQUILIBRIA WEALTH MANAGEMENT, LLC
CRD 311785 · SEC 801-119976
24285 KATY FREEWAY, SUITE 300, KATY, TX, 77494, United States
Phone
432-617-7788
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$130.4M
Discretionary AUM
$130.4M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-06
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 94 | $63.0M |
| High net worth individuals | 21 | $65.6M |
| Corporations/business entities | 1 | $1.8M |
States served
TX
All web addresses on file
Official SEC filing: View on IAPD