EQUILIBRIA WEALTH MANAGEMENT, LLC
Tel: 432-617-7788 24285 Katy Freeway Suite 300 Katy, Texas 77494
About EQUILIBRIA WEALTH MANAGEMENT, LLC
EQUILIBRIA WEALTH MANAGEMENT, LLC is a Katy, Texas based financial advisory firm with nearly $126,360,732 in assets under management and provides investment advisory services for 226 clients. There are currently 3 financial advisors at the firm.
General Information
Firm CRD#:
311785
Firm SEC#:
801-119976
Assets Under Management:
$126,360,732
No. of Clients:
226
No. of Advisors:
3
Advisory Services Provided:
Portfolio management for individuals and/or small businesses
Selection for other advisors
Fee Structure:
A percentage of AUM, Hourly charges
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