RIA Intel›Advisers›Louisiana›EQUILIBRIUM FINANCIAL PLANNING LLC

EQUILIBRIUM FINANCIAL PLANNING LLC

Advisory

LA

Data as of Jan 8, 2026 · Source: SEC Form ADV

Average account

$1M

across 13 accounts

Source: SEC Form ADV. Figures as filed Jan 8, 2026.

Total AUM

$13M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$13M

Discretionary AUM$13M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients13

Team

Total Employees2

Investment Advisers0

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InLA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

13 clients

3 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in LA

Closest by assets under management. All figures from Form ADV.

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TRUE FINANCIAL, LLC

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UPBEAT WEALTH, LLC

NEW ORLEANS, LA

$15M

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