What departments does Equilibrium Wealth Advisors have?

Equilibrium Wealth Advisors has employees across 1 departments including Operations.

What is the largest department at Equilibrium Wealth Advisors?

The largest department at Equilibrium Wealth Advisors is Operations with 3 employees.

Where are Equilibrium Wealth Advisors employees located globally?

Equilibrium Wealth Advisors has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Equilibrium Wealth Advisors's team size changed over time?

Equilibrium Wealth Advisors's team has grown from approximately 10 to 13 employees based on available data.

Equilibrium Wealth Advisors Employee Directory

Financial ServicesPennsylvania, United States11-50 Employees

Equilibrium Wealth Advisors is a financial services firm that provides individualized financial planning and investment guidance aimed at helping clients reach long-term objectives. As an SEC-registered firm, it offers wealth management, retirement planning, and strategic investment advice tailored to each client's circumstances. The firm emphasizes customized solutions designed to balance growth with risk, supporting a secure financial future.
Based in Pittsburgh, Pennsylvania, the company serves individuals seeking to grow and protect their wealth through structured planning and disciplined investing. With a small-to-mid-sized team, it operates in the regional wealth-management space, differentiating itself through client-focused service rather than scale.

Equilibrium Wealth Advisors Global Highlights

North America
23

United States Of America
23

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Equilibrium Wealth Advisors's Leadership

M. B.
Ceo And Founder
Mobile Phone
Email
S. B.
Chief Operating Officer
Mobile Phone
Email
J. F.
Director Of Investment Operations
Mobile Phone
Email
J. S.
Managing Director, Wealth Strategy
Mobile Phone
Email
T. B.
Managing Director - Tax Strategy
Mobile Phone
Email
D. L.
Director Of Brand And Firm Operations
Mobile Phone
Email
N. S.
Portfolio Manager
Mobile Phone
Email
C. P.
Sr. Wealth Strategist
Mobile Phone
Email

Equilibrium Wealth Advisors Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other

Contact profiles from Equilibrium Wealth Advisors

Name

Title

Contact Info

Location

Last Update

T. H.
Wealth Strategist
Mobile Phone
Email
United StatesPennsylvania
Apr 21, 2026
C. P.
Wealth Advisor
Mobile Phone
Email
Oct 17, 2024
J. R.
Member
Mobile Phone
Email
United StatesPennsylvania
Apr 21, 2026
K. H.
Risk Management Specialist
Mobile Phone
Email
United StatesPennsylvania
Apr 21, 2026

Frequently Asked Questions

What is Equilibrium Wealth Advisors known for?

Equilibrium Wealth Advisors was founded in 2016 operates in the Financial Services industry. The company's main headquarters is located in 381 Mansfield Avenue Suite 200a Pittsburgh, Pennsylvania 15220 United States. Explore Equilibrium Wealth Advisors's company overview page for more information.

What is Equilibrium Wealth Advisors's most common email format?

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

How many employees does Equilibrium Wealth Advisors have currently?

Equilibrium Wealth Advisors has approximately 19 employees as of June 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Equilibrium Wealth Advisors's key employees and leadership?

As of June 2026, Equilibrium Wealth Advisors's key employees include:

Ceo And Founder: M. B.
Chief Operating Officer: S. B.
Director Of Investment Operations: J. F.
Managing Director, Wealth Strategy: J. S.
Managing Director - Tax Strategy: T. B.

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Equilibrium Wealth Advisors Employee Directory

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