EQUILIBRIA WEALTH MANAGEMENT, LLC

CRD 311785File 801-119976

APPROVED

Retail clients

Filing as of Mar 6, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$130.4M

Bottom 25% of cohort (national)

Discretionary AUM

$130.4M

Clients

116

205 accounts

Employees

Bottom 25% of cohort in TX

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: FWRO
Registration date: Dec 15, 2020
Principal office: 24285 KATY FREEWAY, SUITE 300, KATY, TX, 77494
Phone: 432-617-7788
Website: http://www.equilibriawealthmanagement.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $130.4M
Discretionary AUM: $130.4M
Non-discretionary AUM: $0
Discretionary accounts: 205
Non-discretionary accounts: 0
Total accounts: 205
AUM per client: $1.1M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	1	$1.8M
High net worth individuals	21	$65.6M
Individuals (other than high net worth individuals)	94	$63.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Hourly charges
A percentage of assets under your management

Advisory activities

Selection of other advisers
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.