EQUILIBRIA WEALTH MANAGEMENT, LLC

CRD 311785File 801-119976

APPROVED

Retail clients

Filing as of Mar 6, 2026

Feed vintage Oct 1, 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	Change
Apr 1, 2026	Clients	121	116	decreased by5
Apr 1, 2026	AUM	$124,316,915	$130,429,296	increased by$6,112,381
Apr 1, 2026	Accounts	208	205	decreased by3
May 1, 2025 vs Oct 1, 2022	Clients	281	121	decreased by160
May 1, 2025 vs Oct 1, 2022	AUM	$142,828,564	$124,316,915	decreased by$18,511,649
May 1, 2025 vs Oct 1, 2022	Accounts	281	208	decreased by73
Apr 1, 2022	Clients	118	281	increased by163
Apr 1, 2022	AUM	$122,657,396	$142,828,564	increased by$20,171,168
Apr 1, 2022	Accounts	256	281	increased by25
May 1, 2021	Registration	APPROVED-120	APPROVED
May 1, 2021	AUM	$0	$122,657,396	increased by$122,657,396
May 1, 2021	Accounts	0	256	increased by256
Apr 1, 2021	Registration	—	APPROVED-120

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “EQUILIBRIA WEALTH” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“EQUILIBRIA WEALTH” may also match similarly-named firms). Confirm identity against each filing.

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.