John
Moore

Equilibria Wealth Management, LLC

CRD#1198173
Investment Advisor
in Odessa, TX

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About this Advisor

John Moore is a financial advisor based in Odessa, Texas, working with Equilibria Wealth Management, LLC. John has previously held positions at Wells Fargo Advisors Financial Network LLC, Summit Brokerage Services Inc, Summit Financial Group Inc, Cetera Advisor Networks LLC, Equilibria Wealth Management, LLC, Equilibria Earth, Dba Fruit And Me, and Gabrianna LLC Dba Gabrianna Realty. John has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, John is part of Equilibria Wealth Management, LLC, which operates out of Odessa, Texas. The firm has 3 employees and manages assets totaling $126.4 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, as well as the selection of other advisers. The fee structure at Equilibria Wealth Management, LLC includes asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

3925 Hadden Dr.
Odessa, TX 79765

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Equilibria Wealth Management, LLC Brokerage Details

Total Assets Under Management

$126,360,732

TX Average: $3,042,739,679
Total Number of Employees

3

TX Average: 49
Total Number of Accounts

226

TX Average: 2,315
Average Account Size

$559,118

TX Average: $1,314,358

Investment Advisory Services

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

John Moore Work History

2018 - Present (7 years)

Gabrianna LLC Dba Gabrianna Realty

2016 - Present (9 years)

Equilibria Earth, Dba Fruit And Me

2010 - Present (15 years)

Equilibria Wealth Management, LLC

2019 - 2020 (1 year)

Cetera Advisor Networks LLC

2015 - 2019 (4 years)

Summit Brokerage Services Inc

2015 - 2020 (5 years)

Summit Financial Group Inc

2010 - 2015 (5 years)

Wells Fargo Advisors Financial Network LLC

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Disclosures

Please visit the SEC profile of John Moore 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 Equilibria Wealth Management, LLC

Michael Moore
Midland, TX
John Moore
Odessa, TX
Mercedes Barker
Odessa, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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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