EQUILIBRIA WEALTH MANAGEMENT, LLC
CRD #311785 SEC #801-119976 KATY, TX 432-617-7788
SEC Registered
Total AUM
$124.3M
Discretionary
$124.3M
Employees
3
Clients
0
Accounts
208
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $124.3M | $124.3M | $0 | 3 | 0 |
| Mar 2024 | $126.4M | $126.4M | $0 | 3 | 0 |
| Mar 2023 | $126.3M | $126.3M | $0 | 3 | 0 |
| Mar 2022 | $142.8M | $142.8M | $0 | 3 | 0 |
| Dec 2021 | $122.7M | $122.7M | $0 | 3 | 0 |
| Apr 2021 | $122.7M | $122.7M | $0 | 3 | 0 |
| Mar 2021 | $0 | $0 | $0 | 3 | 0 |
| Jan 2021 | $0 | $0 | $0 | 3 | 0 |
| Jan 2021 | $0 | $0 | $0 | 3 | 0 |
| Dec 2020 | $0 | $0 | $0 | 3 | 0 |
| Dec 2020 | $0 | $0 | $0 | 3 | 0 |
| Dec 2020 | $0 | $0 | $0 | 3 | 0 |
| Nov 2020 | $0 | $0 | $0 | 3 | 0 |
| Nov 2020 | $0 | $0 | $0 | 3 | 0 |
DateMar 2025
Total AUM$124.3M
Discretionary$124.3M
Non-Disc.$0
Employees3
Clients0
DateMar 2024
Total AUM$126.4M
Discretionary$126.4M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$126.3M
Discretionary$126.3M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$142.8M
Discretionary$142.8M
Non-Disc.$0
Employees3
Clients0
DateDec 2021
Total AUM$122.7M
Discretionary$122.7M
Non-Disc.$0
Employees3
Clients0
DateApr 2021
Total AUM$122.7M
Discretionary$122.7M
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJan 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJan 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateDec 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateDec 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateDec 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateNov 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateNov 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0