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 working out of Midland, Texas with 1 year of industry experience. Moore is currently employed by Equilibria Wealth Management, LLC. During their career, Moore has held roles 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. Moore holds a Series 65 license, certifying them as an investment advisor representative, and is approved to operate in Texas. Equilibria Wealth Management, LLC is an advisory firm based in Katy, TX. It handles $126 million in total assets between its 257 customer accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 257 customer accounts, 16% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm has a set of services, such as portfolio management for individuals and small businesses and selection of other advisers. Financial management fees largely are based on which services the firm provides the client. However, fee types charged by Equilibria Wealth Management, LLC likely include some combination of asset-based and hourly fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

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

$126,274,735

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

3

TX Average: 49
Total Number of Accounts

257

TX Average: 2,315
Average Account Size

$491,341

TX Average: $1,314,358

Investment Advisory Services

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

Michael Moore Work History

Michael has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Shiloh Management Services LLC

2022 - Present (2 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

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

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
Gary Warren
Odessa, TX

The content in this profile was updated by SmartAsset on 4/16/2023. 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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