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Equilibria Wealth Management, LLC

● SEC registered since 2020CRD 311785SEC# 801-119976Katy, TX
Export (members)
Reg. AUM
$124.3M
Employees
3
Accounts
208
Location
Katy, TX

Equilibria Wealth Management, LLC assets under management

Equilibria Wealth Management, LLC is an investment advisory firm registered with the SEC based in Katy, TX. The firm has been registered since 2020. It reports $124.3 million in regulatory assets under management and employs 3 people.

Equilibria Wealth Management, LLC owners & executives

3 reported
NameTitleOwnershipSince
Gary Wayne Warren ControlManaging Member25-50%2010
John Michael Moore ControlManaging Member25-50%2010
Mercedes Gabrielle Barker ControlCco And Managing Member25-50%2010

Frequently asked questions

How much does Equilibria Wealth Management, LLC manage?

Equilibria Wealth Management, LLC reports $124.3 million in regulatory assets under management on its Form ADV.

How many employees does Equilibria Wealth Management, LLC have?

Equilibria Wealth Management, LLC reports 3 employees.

Where is Equilibria Wealth Management, LLC located?

Equilibria Wealth Management, LLC is based in Katy, TX and has been SEC-registered since 2020.

Does Equilibria Wealth Management, LLC disclose fund performance?

Equilibria Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address24285 Katy Freeway, Suite 300, Katy, TX 77494
Phone432-617-7788
Office hours8a.m. - 5p.m.
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$124.3M
Non-discretionary$0
Total (RAUM)$124.3M