Multi-Family OfficeRIA · CRD 311785SEC-Registered

Updated:

Equilibria Wealth Management

Equilibria Wealth Management, LLC is registered as an RIA with the SEC, indicating it provides investment advisory services to individuals and families.

Equilibria Wealth Management

Equilibria Wealth Management, LLC is registered as an RIA with the SEC, indicating it provides investment advisory services to individuals and families. The firm's name and corporate structure suggest a focus on balanced, multi-asset wealth management — "equilibria" implying portfolio stability — but no founding year, founding principals, or wealth origin have been disclosed in public filings or marketing materials. The firm's investment strategy is not explicitly documented outside regulatory filings. As an RIA, it likely constructs diversified portfolios across public equities, fixed income, and alternative assets for its clients. No named portfolio companies, deals, or co-investors are traceable in public records. Geographic footprint appears US-focused, but no specific city or state headquarters is confirmed. Team size and deployment figures are unavailable. The firm operates as an SEC-registered advisor, which implies oversight and disclosure obligations that other private family offices may avoid. No recent operational events — hires, fund launches, or other changes — have been publicly reported in the last 24 months. Equilibria's structural differentiator is its RIA status: unlike many single-family offices that operate without external registration, this firm submits to regulatory oversight, potentially offering clients a governance layer that aligns with fiduciary standards. This suggests a multi-family office posture, serving multiple families under one regulated vehicle.

General information

Firm type

Multi Family Office

Year founded

AUM

Undisclosed

Location

Region

North America

Country

City

Corporate office

Frequently asked questions

Is Equilibria Wealth Management a single-family office or a multi-family office?

Equilibria Wealth Management is likely structured as a multi-family office, given its SEC registration as an RIA. Single-family offices that serve only one family often avoid such registration, while registered advisors can serve multiple unrelated families (per SEC rules).

Who runs investment decisions at Equilibria Wealth Management?

Publicly available SEC filings and other records do not name the firm's investment leaders or principals. The firm's ownership and management remain opaque in public databases.

How does Equilibria Wealth Management source proprietary deal flow?

There is no public evidence that Equilibria sources proprietary deals. As an RIA, the firm may provide access to third-party investment products and construct portfolios from publicly available funds or separate accounts.

Does Equilibria Wealth Management participate in fund commitments or only direct deals?

No disclosure exists about Equilibria's participation in fund commitments or direct investments. RIA firms typically allocate client capital to pooled vehicles and managed account platforms rather than direct private company deals.

What investment stages does Equilibria Wealth Management typically target?

The firm does not publicly disclose target investment stages. Its RIA registration suggests a focus on liquid public markets and diversified multi-asset portfolios rather than venture or growth equity stages.

Where does the underlying wealth come from?

Equilibria Wealth Management does not disclose the source of wealth of its clients. As a multi-family office, it likely serves families from diverse backgrounds, including entrepreneurs, executives, and inherited wealth.

How is Equilibria Wealth Management related to any parent or related vehicle?

No parent company or related vehicles have been identified in public records. The firm appears to operate as a standalone LLC, as reflected in its official name.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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