Equilibria Wealth Management, LLC
● SEC registered since 2020CRD 311785SEC# 801-119976Katy, TX
Reg. AUM
$130.4M
Employees
3
Accounts
205
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 $130.4 million in regulatory assets under management and employs 3 people.
Equilibria Wealth Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Gary Wayne Warren Control | Managing Member | 25-50% | 2010 |
| John Michael Moore Control | Managing Member | 25-50% | 2010 |
| Mercedes Gabrielle Barker Control | Cco And Managing Member | 25-50% | 2010 |
Frequently asked questions
How much does Equilibria Wealth Management, LLC manage?
Equilibria Wealth Management, LLC reports $130.4 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
| Address | 24285 Katy Freeway, Suite 300, Katy, TX 77494 |
| Phone | 432-617-7788 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$130.4M▲ 5%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$130.4Mregulatory AUM
Discretionary $130.4M