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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Equilibria Wealth Management LLC
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|---|---|
| CRD # | 311785 |
| SEC # | 801-119976 |
| CIK # | |
| AUM | $124.3 M (2025-03-10) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 432-617-7788 |
| Address | 24285 Katy Freeway Katy, TX 77494 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 99 | 59.8 |
| (b) Individuals (high net worth individuals) | 17 | 57.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 7.3 |
| (n) Other | 0 | 0.0 |
| Total | 208 | 124.3 |
| By Discretionary | ||
| Discretionary | 208 | 124.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 208 | 124.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 124.3 | |
| Total | 208 | 124.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Summit Financial Partners Inc
✚
|
VA | 0.1 |
|
Calamita Wealth Management Inc
✚
|
NC | 0.1 |
|
Desmond Wealth Management Inc
✚
|
CA | 0.1 |
|
Integrity Financial Advisors LLC
✚
|
MA | 0.1 |
|
Strategic Advisory Partners LLC
✚
|
NC | 0.1 |
|
Cirrus Capital LLC
✚
|
MI | 0.1 |
|
Conway Partners Management LLC
✚
|
NY | 0.1 |
|
TME Financial Inc
✚
|
CA | 0.1 |
|
Global Portfolio Solutions Inc
✚
|
AZ | 0.1 |
|
Intelliflo Advisers Inc
✚
|
GA | 0.1 |