Equilibrium Wealth LLC

Investment Advisor
in Foster City, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

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



Office Location

Foster City, CA

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Equilibrium Wealth LLC Brokerage Details

Total Assets Under Management


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


CA Average: 88
Total Number of Accounts


CA Average: 3,892
Average Account Size


CA Average: $1,917,921

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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


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

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started