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 with a total of 2 years of relevant experience. Elan is an employee of Equilibrium Wealth LLC. Their career trajectory has included roles 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, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in California. Equilibrium Wealth LLC is an advisory firm based in New York, NY. It has offices in three locations and just five advisors. It administers $82 million in assets across its 131 client accounts, placing it among the smaller financial advisory firms in the country by assets under management. Of its 131 customer accounts, 81% are held by high-net-worth individuals who have greater than $1 million in assets. The company offers a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management typically vary depending on which services are provided. However, fees charged by Equilibrium Wealth LLC can consist of some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

2 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

Office Location

Foster City, CA

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Equilibrium Wealth LLC Brokerage Details

Total Assets Under Management

$81,816,589

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

5

CA Average: 88
Total Number of Accounts

131

CA Average: 3,892
Average Account Size

$624,554

CA Average: $1,917,921

Investment Advisory Services

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

Asaph Elan Work History

Asaph has been registered as a financial advisor for 2 years.*

2021 - Present (3 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

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Asaph Elan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Equilibrium Wealth LLC

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

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, 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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