Equanimity Wealth

Overview

Equanimity Wealth is organized as a limited liability company owned by an individual and is recorded as offering financial planning services rather than traditional discretionary portfolio management. The firm bills clients on an hourly and fixed‑fee basis rather than through an asset‑based fee. The profile indicates the firm does not position itself as an ESG investor, is not a multi‑state adviser, and is not classified as a capital allocator, pension consultant, or related adviser in the available record.

Assets & Accounts

Investments & Alternatives