Equilibria Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$128,645,667
Clients
115
Advisors
3
across 2 offices
About
Equilibria Wealth Management LLC manages roughly $130 million for about 115 clients and provides discretionary asset management and financial planning and consulting to individuals (including high‑net‑worth clients), estates, corporations, and other business entities. Its advisory services include model portfolios, a bond‑income ladder product, and both project‑based and ongoing financial planning.
The firm’s investment program centers on a set of model portfolios — for example, a Growth and Income model that allocates 30% U.S. equities, 30% international equities, and a mix of high‑quality, high‑yield, and inflation‑protection fixed income plus REITs and a small gold sleeve — alongside an ETF/mutual fund Retirement and Savings sleeve and a laddered bond strategy. Equilibria combines fundamental and technical analysis with modern portfolio theory, manages accounts on a discretionary basis with anticipated annual rebalancing and generally low turnover, and applies trailing stop‑loss rules (typically starting at 25%) on many individual holdings.
Noteworthy features for a firm of this size include explicit, relatively concentrated security weightings (about 25 U.S. holdings at ~1.2% each and 15 international holdings at ~2% each) and a named allocation to inflation‑protected fixed income and gold within its models. The firm uses Schwab Advisor Services for custody and execution and discloses potential conflicts from third‑party fee‑sharing and TPMM referrals, which clients can consider when evaluating recommended custodial or program arrangements.
Client services
Expertise
Fee options
0.50% - 2.8% (negotiable)
$100-$400 per hour (financial planning and consulting)
Main office
See office24285 Katy Freeway, Suite 300
Katy TX 77494
Advisors at this office
2
Offices (2)
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Advisors at this firm
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