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EQUILIBRIUM WEALTH LLC
CRD 311940 · SEC 801-120066
Advisory firmLLC
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
CA, United States
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$129.5M
Discretionary AUM
$129.5M
Team
5 total employees; 3 advisory reps; 6 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 36 | $17.6M |
| High net worth individuals | 30 | $109.4M |
| Corporations/business entities | 2 | $2.5M |
States served
CA, NJ, NY, TX
All web addresses on file
Official SEC filing: View on IAPD