Equilibria Wealth Management, LLC logo

Equilibria Wealth Management, LLC

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Client assets under management

$128,645,667

Clients

115

18% high-net-worth

Advisors

3

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

38

Typical

Average account size

$1,118,658

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

Portfolio management Selection of other advisers

Expertise

Passive / index investing Real estate investing Options & derivatives strategies

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Fee options

Percentage

0.50% - 2.8% (negotiable)

Project-based

$100-$400 per hour (financial planning and consulting)

Main office location

Equilibria Wealth Management, LLC

24285 Katy Freeway, Suite 300

Katy TX 77494, United States

Number of offices

1

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

Advisors at this firm

user avatar

Michael M

Series 65

Midland, TX

Equilibria Wealth Management, LLC

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.

Passive / index investing Real estate investing Options & derivatives strategies
user avatar

Mercedes B

Series 63, Series 65

Odessa, TX

Equilibria Wealth Management, LLC

Mercedes Barker is a financial advisor at Equilibria Wealth Management, LLC with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously with Cetera Advisor Networks LLC and Summit Financial Group Inc. Outside of advising, she owns and operates businesses focused on divorce financial analysis, fruit compote manufacturing, and real estate administration. Equilibria Wealth Management provides discretionary asset management and financial planning services to individuals, estates, corporations, and other business entities. The firm utilizes model portfolios emphasizing multi-asset allocation, diversification, and low turnover, serving approximately 116 clients with no minimum account size requirement.

Passive / index investing Real estate investing Options & derivatives strategies
user avatar

John M

Series 63, Series 65

Odessa, TX

Equilibria Wealth Management, LLC

John Moore is a financial advisor with Equilibria Wealth Management, LLC in Odessa, TX, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has previously worked at Cetera Advisor Networks LLC, Summit Financial Group Inc, and Summit Brokerage Services Inc. Outside of his advisory role, Moore owns and manages Equilibria Earth, a business that manufactures fruit compotes, and is also a realtor with Gabrianna LLC. Equilibria Wealth Management provides discretionary asset management and financial planning services to individuals, estates, corporations, and other business entities. The firm employs diversified, multi-asset investment models with an emphasis on rebalancing, low turnover, and risk management through trailing stop-loss rules.

Passive / index investing Real estate investing Options & derivatives strategies
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