Equilibrium Wealth LLC
Equilibrium Wealth LLC is an SEC-registered ria with $129.5M assets under management (AUM, regulatory AUM), +26% over one year. See who owns Equilibrium Wealth LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 311940, SEC 801-120066, data through 2026-05-13.
- AUM (assets under management / regulatory AUM)
- $129.5M (2026-05-13)
- Firm type
- Ria
- Employees
- 5
- Clients
- 68
- CRD
- 311940
- Ownership
- HERSKOVITZ, MARK; RABINOWITZ, DAVID
How much AUM does Equilibrium Wealth LLC have?
Equilibrium Wealth LLC reported $129.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-13).
Who owns Equilibrium Wealth LLC?
Disclosed owners and executives of Equilibrium Wealth LLC include HERSKOVITZ, MARK, RABINOWITZ, DAVID. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.