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EQUILIBRIA WEALTH MANAGEMENT, LLC
24285 Katy Freeway
Suite 300
Katy, Texas 77494
Tel: 432-617-7788
About EQUILIBRIA WEALTH MANAGEMENT, LLC
EQUILIBRIA WEALTH MANAGEMENT, LLC, formally registered with the SEC as EQUILIBRIA WEALTH MANAGEMENT, LLC. The firm was established in 12/15/2020. They have over 1 offices throughout the country.
EQUILIBRIA WEALTH MANAGEMENT, LLC is a Katy, Texas based Financial Planning firm with nearly $126,360,732 assets under management, offering retirement planning & investment advisory services to 226 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 311785 |
| SEC# | 801-119976 |
| Assets Managed by Firm | $126,360,732 |
| No. of Clients | 226 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 226 | $126,360,732 |
| Individuals (other than high net worth individuals) | 107 | $55,514,622 |
| High net worth individuals | 15 | $63,560,207 |
| Corporations or other businesses | 5 | $7,285,903 |
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