Equilibrium Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$126,970,576
Clients
66
Advisors
3
of 5 employees
About
Equilibrium Wealth provides discretionary investment management and financial planning to individuals, high net worth clients, trusts, estates, and small businesses. The firm reports managing about $129.5 million for roughly 66 clients and generally targets relationships with a minimum size of $2,000,000.
The firm takes a customized, primarily long-term approach that blends fundamental and technical analysis to build diversified portfolios including mutual funds, ETFs, individual securities, options and alternative investments. It routinely uses third-party managers and platforms — for example CAIS and iCapital for private/alternative offerings, Pontera for held-away retirement accounts, direct-indexing strategies, and discusses securities-backed lines of credit where appropriate.
Equilibrium Wealth maintains its principal office outside the U.S. and is affiliated with a separately registered adviser abroad, with several advisory personnel splitting time between the two entities to coordinate cross-jurisdictional services. The firm also discloses use of AI tools in client interactions, access to institutional custodial platforms (Pershing and Interactive Brokers), and that some advisory staff hold insurance licenses, features that distinguish it from many peers in this category.
Client services
Expertise
Fee options
Fixed engagement fees for financial planning range from $500 to $20,000
0.75% - 2.00% annually (negotiable; certain clients may have tiered fee schedules)
Certain advisory persons licensed as insurance professionals earn commissions from insurance products sold, separate from advisory fees
Financial planning services hourly rate from $100 to $1,000 per hour
Account minimum: $2,000,000 Fee-only: Financial planning services hourly rate $100 to $1,000 per hour, or fixed fees ranging from $500 to $20,000 (negotiable)
Main office
San Carlos CA
Advisors at this office
1
Most active in
California · New Jersey · New York · Texas
Also doing business as
Equilibrium Wealth · Equilibrium Wealth LLC
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Asaph E
Series 66
San Carlos, CA
Equilibrium Wealth LLC
Asaph Elan is a financial advisor at Equilibrium Wealth LLC based in San Carlos, CA, holding a Series 66 designation with 12 years of industry experience. His prior work includes positions at The Prudential Insurance Company of America and Bank of America, as well as managing an investment advisory firm in Israel. He is also a licensed insurance agent providing term life and disability insurance. Equilibrium Wealth LLC offers discretionary investment management and financial planning services to individuals, high net worth clients, trusts, estates, and small businesses. The firm employs a customized, primarily long-term investment approach using a mix of fundamental and technical analysis to construct diversified portfolios across various asset classes.
David R
CFP®, Series 63, Series 65
Remote
Equilibrium Wealth LLC
David Rabinowitz is a CFP® with nine years of industry experience, currently serving as a financial advisor at Equilibrium Wealth LLC. He has worked with Equilibrium Wealth both in the U.S. and Israel since 2016, including roles at Equilibrium Wealth, Ltd. and Advisory Services Network, LLC. Equilibrium Wealth provides discretionary investment management and financial planning to individuals, high net worth clients, trusts, estates, and small businesses. The firm employs a customized, primarily long-term approach incorporating fundamental and technical analysis to build diversified portfolios using mutual funds, ETFs, individual securities, options, and alternative investments.
Mark H
Series 63, Series 65, Series 66
Remote
Equilibrium Wealth LLC
Mark Herskovitz is a financial advisor at Equilibrium Wealth LLC with eight years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His previous roles include positions at Advisory Services Network, Bny Mellon Wealth Management, and Morgan Stanley. Equilibrium Wealth provides discretionary investment management and financial planning to individuals, high net worth clients, trusts, estates, and small businesses. The firm employs a customized, primarily long-term investment approach that integrates fundamental and technical analysis to create diversified portfolios, often incorporating third-party managers and alternative investments.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)