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 (including high‑net‑worth clients), trusts, estates, and small businesses. Services include customized portfolio construction and supervision, coordination with third‑party managers, and advisory support for retirement accounts and held‑away plan assets. The firm applies fundamental and technical analysis to build primarily long‑term, customized portfolios using ETFs, mutual funds, individual securities, options, structured notes and alternative investments, and may retain legacy positions for tax or portfolio‑fit reasons. It also integrates third‑party alternative platforms (iCapital and CAIS), direct indexing, use of Securities‑Backed Lines of Credit, and an account aggregation tool (Pontera) for managing held‑away retirement plan assets, with accounts reviewed at least quarterly. Equilibrium Wealth is SEC‑registered but maintains its principal office outside the United States and is affiliated through common ownership with an Israeli‑registered adviser, a cross‑border arrangement that is uncommon among peers. The firm manages roughly $129.5 million for about 66 clients, generally targets higher‑balance relationships (a stated $2,000,000 minimum), and discloses staff insurance licensing and use of AI tools as operational features and potential conflicts to consider.

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.