Equilibria Wealth Management, LLC

Equilibria Wealth Management, LLC (CRD# 311785) is a financial advisory firm headquartered in Katy, TX. They manage $126,360,732 in 226 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
24285 Katy Freeway, Suite 300, Katy, TX 77494
http://www.equilibriawealthmanagement.com/
By the Numbers
  • Total Assets Under Management
    126
    MILLION
  • Total Number of Accounts
    226
    ACCOUNTS
  • Average Account Value
    $559,118
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Equilibria Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Mercedes Barker, financial advisor Odessa TX
Mercedes G. Barker
CRD#: 5232805
3925 Hadden Dr., Odessa, TX 79765

Mercedes Barker (CRD# 5232805) is an Investment Advisor Representative working at Equilibria Wealth Management, LLC in Odessa, TX and has over 17 years of experience in the finance industry.

2
John Moore, financial advisor Odessa TX
John M. Moore
CRD#: 1198173
3925 Hadden Dr., Odessa, TX 79765

John Moore (CRD# 1198173) is an Investment Advisor Representative working at Equilibria Wealth Management, LLC in Odessa, TX and has over 40 years of experience in the finance industry.

3
Michael Moore, financial advisor Midland TX
Michael C. Moore
CRD#: 7613320
Midland, TX

Michael Moore (CRD# 7613320) is an Investment Advisor Representative working at Equilibria Wealth Management, LLC in Midland, TX and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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