Equilibrium Wealth LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 5, 2026, reports $130M in regulatory assets under management, 5 employees, 3 offices, and 252 accounts.
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 52.9% of total clients.
Top client categories% of clientsClients
1
Individuals
52.9%
36
2
HNWI
44.1%
30
3
Corporations
2.9%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$130Mas of March 5, 2026
Discretionary100.0%
$130M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$130M
Total Accounts252
10Y AUM Change+$130M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee14:1
10Y Employee Change+3 (+150.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.