# Equilibrium Wealth LLC

> Equilibrium Wealth LLC is an SEC-registered investment advisory firm in Wilmington, DE, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 21, 2026.

- CRD: 311940
- Filed as: EQUILIBRIUM WEALTH LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Wilmington, DE
- Filing period: October 2026
- Form ADV filing dated: July 21, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/311940
- AdvisorCensus page: https://advisorcensus.com/firm/equilibrium-wealth-llc-wilmington-de-311940

## Quick answers

**How is Equilibrium Wealth LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Equilibrium Wealth LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**What does Equilibrium Wealth LLC's brochure say about its fees?**
Its Form ADV Part 2A brochure dated July 21, 2026 states: Asset-based fee: 0.75% to 2% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Equilibrium Wealth LLC located?**
Equilibrium Wealth LLC's principal office is in Wilmington, DE, according to its Form ADV.

**Is Equilibrium Wealth LLC registered with the SEC or a state?**
Equilibrium Wealth LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 311940.

**How much does Equilibrium Wealth LLC manage?**
Equilibrium Wealth LLC reports $129,513,186 in regulatory assets under management in its Form ADV filing dated July 21, 2026 (100% discretionary).

**How have Equilibrium Wealth LLC's assets and staff changed since 2021?**
In the Form ADV data for Equilibrium Wealth LLC: Regulatory assets under management: $71,392,385 in the October 2021 data and $129,513,186 in the October 2026 data, up 81%. Total employees: 3 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Equilibrium Wealth LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (36); high net worth individuals (30); corporations or other businesses not listed above (2).

**Which custodians does Equilibrium Wealth LLC use?**
Equilibrium Wealth LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Equilibrium Wealth LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/311940

**Does Equilibrium Wealth LLC state an account minimum?**
Its Form ADV Part 2A brochure dated July 21, 2026 says: "Equilibrium Wealth generally has a minimum relationship size of $2,000,000."

**What changed in Equilibrium Wealth LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $102,907,884 to $129,513,186 (+26%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated July 21, 2026)

- Asset-based fee: 0.75% to 2% a year (a range, as the brochure states it)

> Investment advisory fees range from 0.75% to 2.00% annually based on several factors, including: the scope and complexity of the services to be provided; the level of assets to be managed; and the overall relationship with the Advisor.

- Account minimum: $2,000,000

> Equilibrium Wealth generally has a minimum relationship size of $2,000,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Pershing LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $129,513,186
- Discretionary: $129,513,186
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 36 | $17,596,547 |
| High net worth individuals | 30 | $109,374,029 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 2 | $2,542,610 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, NJ, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- equilibriumwealth.com
- LinkedIn @equilibrium-wealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $71,392,385 | 3 | April 12, 2021 |
| October 2022 | $92,965,023 | 4 | September 2, 2022 |
| October 2023 | $81,816,589 | 5 | May 9, 2023 |
| October 2024 | $87,940,580 | 5 | July 2, 2024 |
| October 2025 | $102,907,884 | 5 | February 26, 2025 |
| October 2026 | $129,513,186 | 5 | July 21, 2026 |

Regulatory assets under management: $71,392,385 in the October 2021 data and $129,513,186 in the October 2026 data, up 81%.
Total employees: 3 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $102,907,884 to $129,513,186 (+26%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Equilibrium Wealth LLC (CRD 311940): Form ADV filing data as of October 2026.