CRD: 311785
Equilibria Wealth Management, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-01-2010
- Office Locations
- 3
Office Locations
About Equilibria Wealth Management, LLC
Equilibria Wealth Management is a Texas-rooted, national RIA providing fiduciary financial planning and discretionary portfolio management. The firm emphasizes a balanced “Equilibria Planning” approach, pairing goal-based advice with targeted, risk-managed asset allocation and portfolio construction, often using ETFs and mutual funds. Client assets are custodied at Charles Schwab.
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Owner & Executives
MERCEDES GABRIELLE BARKER
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #5232805
- Ownership
- 25% but less than 50%
JOHN MICHAEL MOORE
Investment Advisor, Managing Member
- CRD
- #1198173
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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Michael Christopher Moore
Financial Advisor
- CRD
- #7613320
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $130,429,296 | $636,240 |
| Non-Discretionary | $0 | -- |
| Total | $130,429,296 | $636,240 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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