This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$130MItem 5.F on the latest filing (2026-07-21); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$130M

Private client RAUM

$127MderivedItem 5.D individuals plus high net worth individuals

Private client share

98%derivedprivate client RAUM over total RAUM

Advisors on IAPD

3

RAUM per advisor

$43.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

5

Advisory employees

3

Offices

3Schedule D 1.F, beyond the principal office

Accounts

252

Individual clients

36

High net worth clients

30

Custody, client assets

$3.2M

SEC number

801-120066

CRD

311940

Filings on the tape

28

First filed

Dec 1, 2020

Latest filed

Jul 21, 2026

Organised

Limited Liability Company, DE

• Occurred

  Jan 20, 2021
  Control person left

  Mark Herskovitz (Member / Partner) no longer on Schedule A of Equilibrium Wealth Llc (listed 2021-01-04, absent 2021-01-20)

  Form ADVobserved 4 days ago
• Occurred

  Dec 1, 2020
  First Form ADV filing

  Equilibrium Wealth filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:5a6aff0a-7e63-dae9-26b4-cf7151c2217c

First observed

Dec 1, 2020

Last observed

Jul 21, 2026 2 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.