Asaph
Elan

Equilibrium Wealth LLC

CRD#4547392
Investment Advisor
in Foster City, CA

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About this Advisor

Asaph Elan is a financial advisor working in Foster City, California, who has 11 years in the industry. Elan works at Equilibrium Wealth LLC. Throughout their career, Elan has worked at Sadan Insurance Agency, Cina Insurance Agency, Cetera Advisor Networks LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, The Prudential Insurance Company Of America, Equilibrium Wealth LLC and Pruco Securities LLC. Elan maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can advise clients in California. Equilibrium Wealth LLC is a firm that has its headquarters in Foster City, California. The investment advisory business has just four employees. It manages $93 million in total assets between its 109 customer accounts, making it one of the smaller financial advisory firms in the nation by assets under management. Of its 109 customer accounts, 100% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Equilibrium Wealth LLC performs a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fees usually vary depending on which services the firm provides the client. However, fees charged by Equilibrium Wealth LLC may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

Foster City, CA

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Equilibrium Wealth LLC Brokerage Details

Total Assets Under Management

$92,965,023

CA Average: $7,464,549,021
Total Number of Employees

4

CA Average: 88
Total Number of Accounts

109

CA Average: 3,892
Average Account Size

$852,890

CA Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Asaph Elan Work History

Asaph has 11 years of experience.

2021 - Present (2 years)

Equilibrium Wealth LLC

2019 - 2021 (2 years)

The Prudential Insurance Company Of America

2019 - 2021 (2 years)

Pruco Securities LLC

2016 - 2018 (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2016 - 2018 (2 years)

Bank Of America, N.A

2015 - 2016 (1 year)

Cetera Advisor Networks LLC

2013 - 2015 (2 years)

Cina Insurance Agency

2011 - 2013 (2 years)

Sadan Insurance Agency

Disclosures

Asaph Elan has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Equilibrium Wealth LLC

Asaph Elan
Foster City, CA
Mark Herskovitz
New York, NY
David Rabinowitz
New York, NY

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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