Michael
Moore

Equilibria Wealth Management, LLC

CRD#7613320
Investment Advisor
in Midland, TX

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About this Advisor

Michael Moore is a financial advisor based in Midland, Texas, working with Equilibria Wealth Management, LLC. Michael has previously held positions at Shiloh Management Services LLC, Equilibria Wealth Management, Jacam Catalyst, True Chemical Solutions, Flocap Injection Services, Ghd Service Inc, Student, and Mesquites Bar And Grill/Oyster Bar. Michael has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Michael is part of Equilibria Wealth Management, LLC, which operates out of Midland, 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, and the selection of other advisers. The fee structure at Equilibria Wealth Management, LLC includes asset-based and hourly fees.

Certifications and Registrations

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

Midland, TX

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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

Michael Moore Work History

2022 - Present (3 years)

Shiloh Management Services LLC

2022 - Present (3 years)

Equilibria Wealth Management

2021 - 2021 (< 1 year)

Jacam Catalyst

2018 - 2021 (3 years)

True Chemical Solutions

2016 - 2018 (2 years)

Flocap Injection Services

2015 - 2016 (1 year)

Ghd Service Inc

2013 - 2014 (1 year)

Student

2012 - 2014 (2 years)

Mesquites Bar And Grill/Oyster Bar

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Disclosures

Please visit the SEC profile of Michael 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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