Equilibrium Wealth LLC

Equilibrium Wealth LLC (CRD# 311940) is a financial advisory firm headquartered in Jerusalem, . They manage $87,940,580 in 131 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
Jaffa Street 153/90, Jerusalem, 94342
https://www.linkedin.com/company/equilibrium-wealth/
By the Numbers
  • Total Assets Under Management
    88
    MILLION
  • Total Number of Accounts
    131
    ACCOUNTS
  • Average Account Value
    $671,302
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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.

CA, NJ, NY

Financial Advisors at Equilibrium Wealth LLC
Showing 1 - 3 of 3 top financial advisors.
1
Asaph Elan, financial advisor Jerusalem
Asaph Elan
CRD#: 4547392
Jaffa Street 153/90, Jerusalem, 94342

Asaph Elan (CRD# 4547392) is an Investment Advisor Representative working at Equilibrium Wealth LLC in Jerusalem, and has over 8 years of experience in the finance industry.

2
Mark Herskovitz, financial advisor Jerusalem
Mark Herskovitz
CRD#: 1175064
Jaffa Street 153/90, Jerusalem, 94342

Mark Herskovitz (CRD# 1175064) is an Investment Advisor Representative working at Equilibrium Wealth LLC in Jerusalem, and has over 40 years of experience in the finance industry.

3
David Rabinowitz, financial advisor Jerusalem
David Rabinowitz
CRD#: 2123541
Jaffa Street 153/90, Jerusalem, 94342

David Rabinowitz (CRD# 2123541) is an Investment Advisor Representative working at Equilibrium Wealth LLC in Jerusalem, and has over 26 years 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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