DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
E••••••••• W••••• L••
Latest filing Jul 21, 2026
First filing on the tape Dec 1, 2020 · 28 filings
SEC status approved since Jan 4, 2021
RAUM
$130M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
98%
$127M individuals and HNW
Advisors
3
registered through the firm on IAPD
RAUM per advisor
$43.2M
derived; firm RAUM over IAPD count
Employees
5
3 advisory (5.B.1)
Offices
3
beyond the principal office
Private funds
0
reported on Schedule D
History
28 filings and snapshots on the tape
RAUM$130M as of Jul 21, 2026
Feb 22, 2022$93.0M then
HNW client RAUM$109M as of Jul 21, 2026
Feb 22, 2022$70.9M then
State-registered IARs (5.B.3)3 as of Jul 21, 2026
Feb 22, 20223 then
Employees (5.A)5 as of Jul 21, 2026
Feb 22, 20224 then
Private funds: no history
RAUM +26% over the last fiscal year+17% a year over threeIARs 3 to 3
Practice profile
derived from the filing of Jul 21, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- RAUM per advisor
- $43.2MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 22derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.6MderivedHNW RAUM over HNW clients
- Average account
- $513,941derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.7derivedItem 5.A over advisors
- Advisors per office
- 0.8derived4 offices incl. principal (1.F.5)
- RAUM growth, one year
- +26%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +20%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, selection of other advisersreportedItem 5.G
- Custody
- $3.2M, 4 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$109M84%
- Individuals$17.6M14%
- Corporations and businesses$2.5M2.0%
- Individual clients
- 36reported
- HNW clients
- 30reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 252reported
- Financial planning clients
- 1-10reported
- Wrap fee programs
- noreported
- Custody of client assets
- $3.2M for 4 clientsreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.98 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
3 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| A•••• E••• | Jerusalem | Dec 15, 2021 | 10 y | 3 |
| M••• H••••••••• | Jerusalem | Jan 14, 2026 | 43 y | 2 |
| D•••• R•••••••••Certified Financial Planner | Jerusalem | Jul 7, 2026 | 28 y | 1 |
Advisor movement
0 left, 2 joined in 12 months
net +2 in 12 months0 left in 90 days1 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
Joined, latest
- D•••• R••••••••• from A••••••• S••••••• N••••••Jul 7, 2026 · RIA to RIA
- M••• H••••••••• from A••••••• S••••••• N••••••Jan 14, 2026 · RIA to RIA
- A•••• E••• from P•••• S••••••••• L••Dec 15, 2021 · Affiliated broker-dealer or bank to independent RIA
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- R••••••••• D•••• · Chief Executive Officer And Chief Compliance Officercontrolsince 12/2020 · owns 75% or more
Related persons
Schedule D 7.A
- E••••••••• W•••••• L•••investment advisern
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
What changed
consecutive filings, newest first
- Accounts · 155 to 252Nov 7, 2025 to Feb 19, 2026
- Charity clients · unset to 0.0Nov 7, 2025 to Feb 19, 2026
- HNW clients · 25 to 30Nov 7, 2025 to Feb 19, 2026
- Individual clients · 30 to 36Nov 7, 2025 to Feb 19, 2026
- Pension plan clients · unset to 0.0Nov 7, 2025 to Feb 19, 2026
- Pooled vehicle clients · unset to 0.0Nov 7, 2025 to Feb 19, 2026
- Assets in custody · $3.0M to $3.2MNov 7, 2025 to Feb 19, 2026
- Discretionary RAUM · $103M to $130MNov 7, 2025 to Feb 19, 2026
- HNW RAUM · $83.2M to $109MNov 7, 2025 to Feb 19, 2026
- Individual RAUM · $13.9M to $17.6MNov 7, 2025 to Feb 19, 2026
- Pension RAUM · unset to 0.0Nov 7, 2025 to Feb 19, 2026
- Pooled vehicle RAUM · unset to 0.0Nov 7, 2025 to Feb 19, 2026
- RAUM · $103M to $130MNov 7, 2025 to Feb 19, 2026
- HQ city · JERUSALEM to Feb 26, 2025 to Nov 7, 2025
- Accounts · 131 to 155Jan 8, 2025 to Feb 26, 2025
- Corporate clients · unset to 2.0Jan 8, 2025 to Feb 26, 2025
- HNW clients · 22 to 25Jan 8, 2025 to Feb 26, 2025
- Individual clients · 20 to 30Jan 8, 2025 to Feb 26, 2025
- Assets in custody · $3.1M to $3.0MJan 8, 2025 to Feb 26, 2025
- Financial planning clients · 1-10 to 1-10Jan 8, 2025 to Feb 26, 2025
- Discretionary RAUM · $87.9M to $103MJan 8, 2025 to Feb 26, 2025
- HNW RAUM · $80.3M to $83.2MJan 8, 2025 to Feb 26, 2025
- Individual RAUM · $7.7M to $13.9MJan 8, 2025 to Feb 26, 2025
- RAUM · $87.9M to $103MJan 8, 2025 to Feb 26, 2025
- HQ state · unset to Nov 12, 2024 to Jan 8, 2025
- Assets in custody · unset to 3100000.0Jul 2, 2024 to Nov 12, 2024
- Custody of client assets · false to trueJul 2, 2024 to Nov 12, 2024
- HQ city · NEW YORK to JERUSALEMMar 17, 2024 to Apr 17, 2024
- HQ state · NY to unsetMar 17, 2024 to Apr 17, 2024
- HNW clients · 30 to 22Nov 8, 2023 to Mar 17, 2024
- Individual clients · 7 to 20Nov 8, 2023 to Mar 17, 2024
- Financial planning clients · 11-25 to 1-10Nov 8, 2023 to Mar 17, 2024
- Discretionary RAUM · $81.8M to $87.9MNov 8, 2023 to Mar 17, 2024
- HNW RAUM · $77.2M to $80.3MNov 8, 2023 to Mar 17, 2024
- Individual RAUM · $4.6M to $7.7MNov 8, 2023 to Mar 17, 2024
- RAUM · $81.8M to $87.9MNov 8, 2023 to Mar 17, 2024
- Accounts · 109 to 131Sep 2, 2022 to Mar 1, 2023
- HNW clients · 31 to 30Sep 2, 2022 to Mar 1, 2023
- Individual clients · unset to 7.0Sep 2, 2022 to Mar 1, 2023
- Employees · 4 to 5Sep 2, 2022 to Mar 1, 2023
Signals
2 dated events
- M••• H••••••••• (Member / Partner) no longer on Schedule A of E••••••••• W••••• L•• (listed 2021-01-04, absent 2021-01-20)Jan 20, 2021 · Control person left · inference
- E••••••••• W••••• filed its initial SEC registration (Form ADV)Dec 1, 2020 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- info@equilibriumwealth.comreportedpublished by the firm, firm site, Sep 17, 2026
- Business phone
- 212-369-6485reportedpublished by the firm, firm site, Sep 17, 2026
- Website
- equilibriumwealth.comreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- (212) 321-0428reportedpublic record, Form ADV, Jul 21, 2026
- Contact form
- equilibriumwealth.com/contact-schedule-consultation-us-israereportedpublished by the firm, firm site, Sep 17, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $43.2Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026