Equinum, LLC

Menachem Lerman is a financial advisor at Equinum, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Beth Rivkah and Robert Lubin & Associates. Equinum provides investment supervisory services, financial planning, retirement plan advice, and family office services to individuals, high-net-worth clients, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, ERISA plan advisory services, and automated ETF-based model portfolios through its robo-advisor platform.

Zacharia Waxler is a financial advisor at Equinum, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at Equinum since 2019, following a one-year tenure at RVW Wealth LLC. Outside of his advisory role, Waxler is the president and owner of ZACHARIA WAXLER CPA P.C., where he provides accounting services to businesses and individuals. Equinum offers investment supervisory services, financial planning, retirement plan advice, and family office services to individuals, high-net-worth clients, corporations, and charitable organizations. The firm uses both fundamental and technical analysis, providing discretionary and non-discretionary portfolio management, including automated ETF-based model portfolios via its robo-advisor platform.

Jacob Halberstam is a financial advisor at Equinum, LLC with a Series 65 designation and four years of industry experience. His prior roles include positions at LPS Financial and B-Tank Magazine, as well as a five-year tenure at Heicel Hatalmud - United Talmudical Seminary. Equinum provides investment supervisory services, financial planning, retirement plan advice, family office services, and robo-advisor solutions to individuals, high-net-worth clients, corporations, and charitable organizations. The firm employs both fundamental and technical analysis and offers discretionary and non-discretionary portfolio management, including proprietary ETF models and third-party manager allocations.

Sheldon Steuer is a financial advisor at Equinum, LLC with 38 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Wells Fargo Advisors from 2010 to 2020 before joining Equinum in 2021. Equinum provides investment supervisory services, financial planning, retirement plan advice, and family office services to individuals, high-net-worth clients, corporations, and charitable organizations, employing both fundamental and technical analysis alongside third-party managers and automated ETF-based models.

Aron Pinson is a CFA® charterholder with 21 years of industry experience. He is currently a financial advisor at Equinum, LLC, where he has worked since 2019, following prior roles at LPS Financial LLC and Sterne Agee. Outside of his advisory work, Mr. Pinson owns several businesses including PFS Trading Inc. and Freeda Health LLC, which operate in collectibles and nutraceutical manufacturing, respectively. Equinum provides investment supervisory services and financial planning to individuals, high-net-worth clients, corporations, and charitable organizations. The firm uses both fundamental and technical analysis and offers discretionary and non-discretionary portfolio management, retirement plan advisory services, and automated ETF-based model portfolios through its robo-advisor platform.