EQUILIBRIA WEALTH MANAGEMENT, LLC

KATY, Texas·3 registered advisors·CRD# 311785
SEC# 801-1199760432-617-7788
01

Firm Overview

AUM
$126M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Investment Management
04

Advisors at EQUILIBRIA WEALTH MANAGEMENT, LLC

3 registered advisors
Gary Wayne Warren
KATY, Texas
John Michael Moore
KATY, Texas
Mercedes Gabrielle Barker
KATY, Texas
05

Office Locations

KATY, Texas
3 advisors

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Data sourced from SEC Form ADV filings. EQUILIBRIA WEALTH MANAGEMENT, LLC (CRD# 311785) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.