What departments does Equanimity Wealth Management have?

Equanimity Wealth Management has employees across 1 departments including Operations.

What is the largest department at Equanimity Wealth Management?

The largest department at Equanimity Wealth Management is Operations with 1 employees.

Where are Equanimity Wealth Management employees located globally?

Equanimity Wealth Management has employees across 2 continents and 2 countries including South Africa, United States Of America.

How has Equanimity Wealth Management's team size changed over time?

Equanimity Wealth Management's team has decreased from approximately 6 to 5 employees based on available data.

Equanimity Wealth Management Employee Directory

Financial ServicesMichigan, United States2-10 Employees

Equanimity Wealth Management is a financial services firm based in Okemos, Michigan, that serves both corporate and individual clients. The company is led by founders James C. Trebilcock and Scott M. Danek, CFP®, and its securities and advisory offerings are conducted through Cetera Advisor Networks LLC, with Cetera operating separately from other named entities; advisory services are also provided through CWM, LLC. On the corporate side, the firm provides retirement plans and executive plans, while on the personal side it offers fee-based planning, investment guidance, portfolio management, retirement cash-flow modeling, and personal insurance solutions. The company sits within the financial services industry as a boutique provider focused on individualized planning and guidance for both corporate and personal clients. Based in Okemos, Michigan, the firm is a small operation with a focused scope of services.

Equanimity Wealth Management Global Highlights

North America
9

United States Of America
9

Africa
1

South Africa
1

Equanimity Wealth Management's Leadership

S. M. D.
Owner
Mobile Phone
Email
K. S.
Managing Director
Mobile Phone
Email
A. B.
Wealth Advisor
Mobile Phone
Email
C. B.
Qp Client Service Associate
Mobile Phone
Email
C. S.
Wealth Advisor
Mobile Phone
Email
A. B.
Operations Intern
Mobile Phone
Email
C. B.
Qp Client Service Associate
Mobile Phone
Email

Equanimity Wealth Management Employee Metrics

100%

50%

0%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Equanimity Wealth Management

Name

Title

Contact Info

Location

Last Update

S. M. D.
Owner
Mobile Phone
Email
May 28, 2026
K. S.
Managing Director
Mobile Phone
Email
Oct 17, 2024
A. B.
Wealth Advisor
Mobile Phone
Email
United StatesMichigan
Mar 24, 2026
C. B.
Qp Client Service Associate
Mobile Phone
Email
United StatesKansas
Apr 15, 2026
C. S.
Wealth Advisor
Mobile Phone
Email
United StatesMichigan
Oct 25, 2025
A. B.
Operations Intern
Mobile Phone
Email
United StatesMichigan
Apr 26, 2025
C. B.
Qp Client Service Associate
Mobile Phone
Email
United StatesMichigan
Jul 07, 2024

Frequently Asked Questions

What is Equanimity Wealth Management known for?

Equanimity Wealth Management was founded in 2015 operates in the Financial Services industry. The company's main headquarters is located in 4650 Moore Street Okemos, Michigan 48864 United States; you can contact the main corporate office by phone at

+1-517-324-****

. Explore Equanimity Wealth Management's company overview page for more information.

What is Equanimity Wealth Management's most common email format?

Equanimity Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Equanimity Wealth Management email formats with LeadIQ.

How many employees does Equanimity Wealth Management have currently?

Equanimity Wealth Management has approximately 4 employees as of May 2026. These team members are located across 2 continents, including North AmericaAfrica.

Who are Equanimity Wealth Management's key employees and leadership?

As of May 2026, Equanimity Wealth Management's key employees include:

Owner: S. M. D.
Managing Director: K. S.
Wealth Advisor: A. B.
Qp Client Service Associate: C. B.
Wealth Advisor: C. S.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Equanimity Wealth Management Employee Directory

Find Equanimity Wealth Management employees' phone numbers or email addresses

Name search is limited — try advanced search instead