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Building 2EQUILIBRIUM WEALTH LLC

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Phone(212) 321-0428
NotebookSEC #801-120066
Total AUM
$129.5M
Employees
5
Clients
68

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(212) 321-0428
Other Offices
3

ReceiptFinancials

Total AUM
$129.5M
Accounts
252
Discretionary
$129.5M
Accounts
252
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
36
AUM
$17.6M
HNW Individual Clients
30
AUM
$109.4M
Corporation or Business Clients
2
AUM
$2.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANJNY

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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