Asaph Elan
Investment adviser representative at Equilibrium Wealth LLC
10 yearsExperience
2 statesRegistered in
$129.5MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Equilibrium Wealth, Ltd. (israel)Aug 2022 to now
- Equilibrium Wealth LLCDec 2021 to now
- The Prudential Insurance Company of AmericaFeb 2019 to Dec 2021
- Pruco Securities LLCJan 2019 to Dec 2021
- UnemployedOct 2018 to Dec 2018
- Bank of America, N.A.Nov 2016 to Sep 2018
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedSep 2016 to Sep 2018
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Equilibrium Wealth LLC
$129.5MAssets managed
68Clients
3Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4547392
- Firm CRD
- 311940