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Equilibria Wealth Management, LLC CRD 311785
$130M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
24285 Katy Freeway Suite 300, Katy, TX 77494 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-09-13 |
Branch Locations
24285 Katy Freeway Suite 300, Katy, TX 77494 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Shiloh Management Services Llc | Midland | TX | 05/2022 | Present |
| Equilibria Wealth Management | Midland | TX | 03/2022 | Present |
| Jacam Catalyst | Gardendale | TX | 05/2021 | 12/2021 |
| True Chemical Solutions | Midland | TX | 07/2018 | 04/2021 |
| Flocap Injection Services | Midland | TX | 11/2016 | 06/2018 |
| Ghd Service Inc | Midland | TX | 01/2015 | 11/2016 |
Shiloh Management Services LLC, non-investment related, 3105 Elma Dr, Midland, TX, 79707, contract labor, owner, 05/2022, 6 hours per month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-12 |
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