Equilibria Wealth Management, LLC

Equilibria Wealth Management LLC is a registered investment advisory firm based in Katy, TX, established in February 2010. The firm offers asset management services through model portfolios like the Growth and Income Portfolio (GANDI) and Retirement and Savings Portfolio (RASP), as well as financial planning and consulting services. Clients have the option to impose restrictions on investments based on personal values. Equilibria Wealth Management does not participate in wrap fee programs and managed $124,316,915 in assets as of December 31, 2024. Fees for asset management services range from 0.50% to 2.8%, while financial planning fees are negotiable. The firm operates on a discretionary basis, allowing for trading authorization over client accounts. Equilibria Wealth Management does not vote on client securities proxies and does not have custody of client funds. The firm conducts periodic reviews of client accounts and has not been subject to disciplinary events. Clients can terminate the investment advisory agreement with a 30-day notice. The firm's investment strategies include fundamental analysis, technical analysis, and Modern Portfolio Theory, with associated risks outlined for clients' awareness.