Asaph
Elan
Equilibrium Wealth LLC
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About this Advisor
Asaph Elan is a financial advisor based in Foster City, California, working with Equilibrium Wealth LLC. Asaph has previously held positions at 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. Asaph has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Asaph is part of Equilibrium Wealth LLC, which operates out of Foster City, California. The firm has 3 offices and 5 employees. The firm manages assets totaling $87.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Equilibrium Wealth LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Equilibrium Wealth LLC Brokerage Details
$87,940,580
5
131
$671,302
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Asaph Elan Work History
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
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
Foster City, CA
Jerusalem,
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