Equilibrium Wealth LLC
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
Years of Experience
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Equilibrium Wealth LLC Brokerage Details
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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.
Equilibrium Wealth LLC
The Prudential Insurance Company Of America
Pruco Securities LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Cetera Advisor Networks LLC
Cina Insurance Agency
Sadan Insurance Agency
Asaph Elan has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Equilibrium Wealth LLC
Foster City, CA
New York, NY
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 email@example.com.
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