EQUILIBRIA WEALTH MANAGEMENT, LLC

RIASEC RegisteredEst. 2020

Total AUM

$130M

Discretionary

$130M

100% of AUM

Avg account

$636K

Accounts

205

Employees

Advisory reps

Firm details

Headquarters: KATY, Texas
CRD number: 311785
Registered since: December 15, 2020
Website: equilibriawealthmanagement.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI50.31%
Individuals48.32%
Corporations / Businesses1.37%
Services: Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Equilibria Wealth Management, LLC is an SEC-registered advisory firm organized as an LLC that began its SEC registration in 2020. The firm operates as a capital allocator for a mix of individual, family and institutional clients. Its advisory services emphasize portfolio management for individuals and small businesses and include selection of third‑party managers, which suggests the firm blends direct management with delegated strategies. Fee arrangements combine a percentage of assets under management with hourly billing for work outside typical portfolio programs. Equilibria does not identify as an active ESG investor and does not report multi‑state adviser status.