Investment adviser representative · Equilibrium Wealth LLC
Asaph Elan
CRD 4547392 · San Carlos, CA
At a glance
Asaph Elan is an investment adviser representative with Equilibrium Wealth LLC in San Carlos, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Asaph’s SEC record dates to 2016, about 10 years ago.
Current advisory firm
- Equilibrium Wealth LLCSince December 2021San Carlos, CA · $130M in regulatory assets
SEC adviser record
- Registered since
- 2016 (10 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Asaph’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.