Equilibrium Wealth provides financial planning, portfolio management for individuals and small businesses, and selecting other managers. Financial planning was provided to 1–10 clients last fiscal year.
Equilibrium Wealth reports 68 clients. They include 36 individual clients, 30 high-net-worth individuals, and 2 corporations and other businesses. Of its assets, 100.0% ($130M across 252 accounts) are managed with discretion. It advised 6 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 53% | 14% |
| High-net-worth individuals | 44% | 84% |
| Corporations and other businesses | 3% | 2% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 36 | $17.6M | 13.6% | $489K |
| High-net-worth individuals | 30 | $109M | 84.5% | $3.65M |
| Corporations and other businesses | 2 | $2.54M | 2.0% | $1.27M |
| Total | 68 | $130M | 100% | $1.9M |
- Clients
- 36
- Regulatory AUM
- $17.6M
- AUM share
- 13.6%
- Avg. per client
- $489K
- Clients
- 30
- Regulatory AUM
- $109M
- AUM share
- 84.5%
- Avg. per client
- $3.65M
- Clients
- 2
- Regulatory AUM
- $2.54M
- AUM share
- 2.0%
- Avg. per client
- $1.27M
Total
- Clients
- 68
- Regulatory AUM
- $130M
- AUM share
- 100%
- Avg. per client
- $1.9M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 6
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Equilibrium Wealth charges 0.75%–2.00% a year for its Investment Management. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Services
- Financial planning is charged hourly at $100 to $1,000 an hour, or as a fixed engagement fee of $500 to $20,000.
David Rabinowitz owns 75% or more of Equilibrium Wealth. David Rabinowitz is CEO. It has 5 employees, 3 of them in advisory roles.
Leadership
David RabinowitzChief Executive Officer and Chief Compliance Officer
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 5 employees
- 3 in advisory functions
- 3 state-registered reps
- 1 insurance agent
- 1 soliciting firm
- Owns 75% or more of Equilibrium Wealth LLC
David Rabinowitz
Control person · since December 2020
Equilibrium Wealth’s regulatory assets grew 1.8× from $71.4M (April 2021) to $130M (July 2026); clients rose from 27 to 68 and employees from 3 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $130M | 68 | 5 | 4 |
| February 2025 | $103M | 57 | 5 | 4 |
| July 2024 | $87.9M | 42 | 5 | 4 |
| May 2023 | $81.8M | 37 | 5 | 4 |
| June 2022 | $93M | 31 | 4 | 2 |
| April 2021 | $71.4M | 27 | 3 | 1 |
Besides its headquarters, Equilibrium Wealth has 3 offices (3 private residences, listed without an address), with 1 listed address with no US state reported.
Contact and registration details
- Legal name
- Equilibrium Wealth LLC
- Headquarters
- Not reported
- Website
- equilibriumwealth.com
- Phone
- 212-321-0428
- @equilibrium-wealth
- SEC file
- 801-120066
- Structure
- Delaware LLC
- Fiscal year end
- December
Equilibrium Wealth uses Pershing ($114M) as custodian for its separately managed accounts. Equilibrium Wealth has custody of $3.24M in client assets for 4 clients.
- PershingPershing LLC · Jersey City, NJ · $114M100%
At year end, Equilibrium Wealth’s separately managed accounts were mostly in funds (72%) and stocks (27%).
What the accounts hold
- Stocks27%
- Exchange-traded equities26%
- Non-exchange-traded equities1%
- Funds72%
- Registered funds65%
- Pooled vehicles7%
- Cash2%
How many clients does Equilibrium Wealth have?
Equilibrium Wealth has 68 clients and manages $130 million for them, as of July 2026. They include 36 individual clients, 30 high-net-worth individuals, and 2 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 21 July 2026
What services does Equilibrium Wealth offer?
Equilibrium Wealth provides financial planning, portfolio management for individuals and small businesses, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Equilibrium Wealth charge?
Equilibrium Wealth charges 0.75%–2.00% a year for its Investment Management. The fee is billed in advance and is negotiable.
Source: EQUILIBRIUM DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS, filed 21 July 2026
Which custodians does Equilibrium Wealth use?
Equilibrium Wealth’s separately managed account assets are held at Pershing LLC (Jersey City, NJ), with $114M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 21 July 2026
How many financial advisors does Equilibrium Wealth have?
Equilibrium Wealth has 3 investment adviser representatives registered with state securities authorities, out of 5 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Equilibrium Wealth invest in?
At the end of its last fiscal year, Equilibrium Wealth’s separately managed accounts held 65% registered funds (mutual funds, ETFs, BDCs), 26% exchange-traded equities, 7% pooled vehicles (private funds and similar), 2% cash and equivalents and 1% non-exchange-traded equities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Equilibrium Wealth?
Equilibrium Wealth’s direct owner is David Rabinowitz (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 21 July 2026
How does Equilibrium Wealth get paid?
Equilibrium Wealth is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Equilibrium Wealth?
Its phone number is 212-321-0428. Its website is equilibriumwealth.com.