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EQUILIBRIUM WEALTH LLC

· CRD 311940 · IAPD ↗ · (212) 321-0428

$129.5MRegulatory AUM
3Advisory reps
5Employees
6Clients
1-10Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
March 2026 — EQUILIBRIUM WEALTH LLC reported RAUM up 26% ($102.9M -> $129.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
12
February 2025 — EQUILIBRIUM WEALTH LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
35
December 2024 — EQUILIBRIUM WEALTH LLC now reports custody of client assets ($3.1M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
15
May 2024 — EQUILIBRIUM WEALTH LLC moved its main office from NEW YORK, NY to JERUSALEM, .
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.