Equilibrium Wealth LLC
● SEC registered since 2021CRD 311940SEC# 801-120066
Reg. AUM
$129.5M
Employees
5
Accounts
252
Location
—
Equilibrium Wealth LLC assets under management
Equilibrium Wealth LLC is an SEC-registered investment adviser. The firm has been registered since 2021. It reports $129.5 million in regulatory assets under management and employs 5 people.
Equilibrium Wealth LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Rabinowitz Control | Chief Executive Officer And Chief Compliance Officer | Over 75% | 2020 |
Frequently asked questions
How much does Equilibrium Wealth LLC manage?
Equilibrium Wealth LLC reports $129.5 million in regulatory assets under management on its Form ADV.
How many employees does Equilibrium Wealth LLC have?
Equilibrium Wealth LLC reports 5 employees.
Does Equilibrium Wealth LLC disclose fund performance?
Equilibrium Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | (212) 321-0428 |
| Office hours | By Appointment |
| SEC region | HQ |
| Discloses disciplinary history | No |
Regulatory AUM
$129.5M▲ 47%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$129.5Mregulatory AUM
Discretionary $129.5M