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- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- Prime focusBeacon frontier
- Established Date
- 01-04-2021
- Office Locations
- 2
Office Locations
About Equilibrium Wealth LLC
Equilibrium Wealth LLC is a New York-based RIA serving retail and institutional clients, with a planning-led offering spanning financial, tax, estate, and retirement planning, insurance, and portfolio construction. Investment implementation centers on public funds and ETFs with access to alternatives (e.g., private equity, hedge funds, real estate) and annuities. Custody is listed with Pershing, and the firm leverages alternative platforms such as iCapital/CAIS.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DAVID RABINOWITZ
Chief Compliance Officer, Chief Executive Officer
- CRD
- #2123541
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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ASAPH ELAN
Financial Professional
- CRD
- #4547392
MARK HERSKOVITZ
Financial Advisor
- CRD
- #1175064
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $129,513,186 | $513,941 |
| Non-Discretionary | $0 | -- |
| Total | $129,513,186 | $513,941 |
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Separately Managed Accounts
Total SMA Asset: $129,513,186
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,640,323,755 | 33.4% |
| Equity - Exchange | $1,375,498,004 | 17.4% |
| Private Funds | $466,404,496 | 5.9% |
| Cash | $1,928,859,270 | 24.4% |
| Equity - OTC | $1,494,075,418 | 18.9% |
| Total | $7,905,160,943 | 100.0% |