Equilibria Wealth Management, LLC
Equilibria Wealth Management, LLC is an SEC-registered wealth manager in Katy, TX with $130.4M assets under management (AUM, regulatory AUM), +5% over one year. See who owns Equilibria Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 311785, SEC 801-119976, data through 2026-03-06.
- AUM (assets under management / regulatory AUM)
- $130.4M (2026-03-06)
- Firm type
- Wealth Manager
- Location
- Katy, TX
- Employees
- 3
- Clients
- 116
- CRD
- 311785
- Ownership
- BARKER, MERCEDES, GABRIELLE; MOORE, JOHN, MICHAEL; WARREN, GARY, WAYNE
How much AUM does Equilibria Wealth Management, LLC have?
Equilibria Wealth Management, LLC reported $130.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-06).
Who owns Equilibria Wealth Management, LLC?
Disclosed owners and executives of Equilibria Wealth Management, LLC include BARKER, MERCEDES, GABRIELLE, MOORE, JOHN, MICHAEL, WARREN, GARY, WAYNE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.