# Equilibrium Wealth

Equilibrium Wealth is a Bank / Wealth / Trust based in Wilmington, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Wilmington, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 2021
- **Assets under management:** Undisclosed
- **Website:** getequilibrium.com
- **LinkedIn:** https://www.linkedin.com/company/equilibrium-wealth-advisors

## Regulatory record

- **CRD number:** 311940
- **SEC file number:** 801-120066
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/311940

## About

Equilibrium Wealth was established in 2021 and operates from New York, where it provides investment advisory services that blend financial planning, portfolio management, and investment management for a client base that includes individuals, high-net-worth individuals, trusts, estates, and small businesses. The firm is registered as an investment adviser and manages client assets on a discretionary basis, tailoring allocations to individual financial situations rather than marketing standardized model portfolios. The firm's service model covers financial planning and ongoing portfolio management. Equity, fixed income, and mutual fund allocations appear in client disclosures, along with access to alternative investments through structure-agnostic advisory channels. The firm constructs separate accounts and advises on overall asset allocation, drawing from traditional long-only strategies and third-party fund partnerships. The geographic footprint is concentrated in the US Northeast, with no disclosed international advisory activities or cross-border client programs. Team size and total regulatory assets under management are not publicly reported. There is no record of institutional separate accounts, commingled funds, or adjacent operating businesses. As a younger advisory practice, the firm has not disclosed senior hires, advisory board formations, or notable client wins in the past 24 months. No philanthropic foundations, club memberships, or real-asset vehicles are known to be affiliated with the entity. Structural differentiator: Equilibrium Wealth operates as a compact, post-2020 advisory practice at a moment when the registered investment adviser channel is consolidating rapidly. Its survival and any future growth will depend on whether it can differentiate through true planning depth or specialized client niches — a question that the current public record leaves unanswered.

## Questions

### What services does Equilibrium Wealth provide?

The firm offers investment advisory services including financial planning, portfolio management, and investment management. It serves individuals, high-net-worth individuals, trusts, estates, and small businesses, with a focus on integrated wealth management rather than standalone asset management.

### Does Equilibrium Wealth manage assets on a discretionary or non-discretionary basis?

The firm provides discretionary portfolio management, meaning it can make investment decisions on behalf of clients without requiring pre-approval for each trade, within the agreed-upon investment policy framework.

### What geographic regions does Equilibrium Wealth serve?

Equilibrium Wealth is headquartered in New York and primarily serves clients within the United States. There is no public record of international offices or dedicated cross-border advisory capabilities.

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Last updated: 2026-06-03T20:00:00.000Z

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