|
⚲
|
| Equilibrium Wealth LLC
✚
|
|
|---|---|
| CRD # | 311940 |
| SEC # | 801-120066 |
| CIK # | |
| AUM | $87.9 MM (2024-07-02) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 212-321-0428 |
| Address | Jaffa Street 153/90 Jerusalem, Israel |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 20 | 7.7 |
| (b) Individuals (high net worth individuals) | 22 | 80.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 131 | 87.9 |
| By Discretionary | ||
| Discretionary | 131 | 87.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 131 | 87.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.1 | |
| United States Persons | 86.8 | |
| Total | 131 | 87.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Alsari Wealth Management Global Advisors LLC
✚
|
CA | 0.1 |
|
Social Investment Managers and Advisors LLC
✚
|
NY | 0.1 |
|
Phillips Ray Capital Management Inc
✚
|
TX | 0.1 |
|
Intelliflo Advisers Inc
✚
|
GA | 0.1 |
|
2 Knights Wealth Management LLC
✚
|
OH | 0.1 |
|
Davidov Financial Coaching LLC
✚
|
NY | 0.1 |
|
Financial Counseling Inc
✚
|
OH | 0.1 |
|
Peerless Wealth LLC
✚
|
OH | 0.1 |
|
Engleson & Associates Inc
✚
|
NY | 0.1 |
|
Rapid Scale LLC
✚
|
NV | 0.1 |