Equanimity Wealth

Overview

Equanimity Wealth is a single-owner limited liability company that appears to operate as a fee-for-service financial planning practice rather than a traditional asset manager. FINTRX lists its primary advisory activity as financial planning and indicates the firm charges hourly and fixed fees. The firm is not reported as an active ESG investor, is not identified as a multistate adviser, and is not described as a capital allocator or pension consultant. The year of SEC registration is not reported.

Assets & Accounts

Investments & Alternatives

Location & Offices