A complete list of active advisors currently associated with Equilibrium Wealth LLC

Warmer can help you find a great advisor at Equilibrium Wealth LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Equilibrium Wealth LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.