Equilibrium Wealth LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$126,970,576
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
66
45% high-net worth
Advisors
1
of 5 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
66
HighAverage account size
$1,923,797
About
Equilibrium Wealth provides discretionary investment management and financial planning to individuals (including high‑net‑worth clients), trusts, estates, and small businesses. Services include customized portfolio construction and supervision, coordination with third‑party managers, and advisory support for retirement accounts and held‑away plan assets.
The firm applies fundamental and technical analysis to build primarily long‑term, customized portfolios using ETFs, mutual funds, individual securities, options, structured notes and alternative investments, and may retain legacy positions for tax or portfolio‑fit reasons. It also integrates third‑party alternative platforms (iCapital and CAIS), direct indexing, use of Securities‑Backed Lines of Credit, and an account aggregation tool (Pontera) for managing held‑away retirement plan assets, with accounts reviewed at least quarterly.
Equilibrium Wealth is SEC‑registered but maintains its principal office outside the United States and is affiliated through common ownership with an Israeli‑registered adviser, a cross‑border arrangement that is uncommon among peers. The firm manages roughly $129.5 million for about 66 clients, generally targets higher‑balance relationships (a stated $2,000,000 minimum), and discloses staff insurance licensing and use of AI tools as operational features and potential conflicts to consider.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Private / alternative investments
Concentrated stock management
Options & derivatives strategies
Tax-loss harvesting
Fee options
Fixed engagement fees for financial planning ranging from $500 to $20,000.
$0+: 0.75% annually to 2.00% annually (range based on factors; fees may be negotiable and may include tiered schedules) Not specified+: Fees outside the range may be charged at Advisor's discretion
Certain Advisory Persons earn commissions for selling insurance products, separate and in addition to advisory fees.
$100 to $1,000 per hour for financial planning services.
Account minimum: $2,000,000 Fee-only: Investment advisory fees ranging from 0.75% to 2.00% annually, paid quarterly in advance; financial planning hourly fees $100 to $1,000 per hour; fixed financial planning fees $500 to $20,000 per engagement.
Most active in
Equilibrium Wealth LLC has reported serving >5 clients in these states in the last 12 months.
California · New Jersey · New York · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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