Equanimity Wealth
Firm details
- Headquarters
- Glendale, California
- CRD number
- 334359
- Fee structure
- Hourly Charges, Fixed Fees
- Services
- Financial Planning
Firm profile
FINTRXOverview
Equanimity Wealth is organized as a limited liability company and is held by an individual owner. The firm’s stated advisory activity centers on financial planning services rather than discretionary portfolio management or capital allocation. Compensation is oriented toward non-asset-based fees: the firm lists hourly and fixed-fee arrangements. It does not identify as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
Michael Rodriguez
Owner & CCOCRD 6119350
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Glendale, CA
Los Angeles
Location
Glendale, CA
Headquartered in Glendale, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 500 N Brand Blvd
- Time zone
- PT (UTC-8)
- Office locations
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