Fee-only adviser · Katy, TX
Equilibria Wealth Management, LLC
Equilibria Wealth Management, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Katy, Texas. On its latest Form ADV, filed March 6, 2026, it reports $130M in regulatory assets under management, 115 individual clients and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 311785 · SEC file 801-119976 |
| Office | 24285 Katy Freeway Suite 300 Katy, TX 77494 |
| Phone | (432) 617-7788 |
| Website | www.equilibriawealthmanagement.com |
| Regulatory assets under management | $130M |
| Individual clients | 94 non-high-net-worth, 21 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Hourly |
| Services | Portfolio management, Selection of other advisers |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 6, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Katy
- Trisperity Advisors, LLC $335M
- DP Capital Management Inc. $38M
- Integrity Financial Planning, LLC $4.0M
- Meridian Investment Management, Inc. $10M
See all 5 fee-only advisers in Katy →
Nearby
- Fulshear 1 firm
- Cypress 2 firms
- Sugar Land 11 firms
- Stafford 1 firm
- Houston 157 firms
- Bellaire 3 firms
- Missouri City 1 firm
- Tomball 1 firm
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Equilibria Wealth Management, LLC? Update this listing.