Advisor at Equilibria Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Equilibria Wealth Management, LLC
Location
Midland, TX
Credentials
Series 65
Industry experience
3 years
Michael Moore is a Series 65-licensed financial advisor with Equilibria Wealth Management, LLC in Midland, TX, and has three years of industry experience. Prior to joining Equilibria Wealth Management and Shiloh Management Services LLC, where he is an owner involved in contract labor, he held positions at Jacam Catalyst, True Chemical Solutions, Flocap Injection Services, and GHD Service Inc. Equilibria Wealth Management provides discretionary asset management and financial planning to individuals, estates, corporations, and other business entities. The firm employs a multi-asset allocation approach with model portfolios emphasizing diversification, low turnover, and strategies such as bond ladders and trailing stop-loss rules.
Based on Equilibria Wealth Management, LLC
Based on Equilibria Wealth Management, LLC
0.50% - 2.8% (negotiable)
$100-$400 per hour (financial planning and consulting)
Midland, TX
Texas
Shiloh Management Services LLC
2022 - Present (4 years)
Equilibria Wealth Management
2022 - Present (4 years)
Jacam Catalyst
2021 - 2021 (1 year)
True Chemical Solutions
2018 - 2021 (3 years)
Flocap Injection Services
2016 - 2018 (2 years)
GHD Service Inc
2015 - 2016 (1 year)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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