Asaph Elan
Equilibrium Wealth · San Carlos, California
Asaph Elan is a fee-only financial advisor at Equilibrium Wealth in San Carlos, California. Asaph focuses on estate & legacy planning, tax planning and family wealth transfer. Equilibrium Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Cross-border families
- Newcomers (immigration)
- High earners
- Multi-generational families
- Pre-retirees
- Early-career professionals
Facts
| Firm | Equilibrium Wealth |
|---|---|
| Based in | San Carlos, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $129.5M across 252 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 4547392 |
| Exams passed | Series 66 (2016) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.equilibriumwealth.com |
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Questions about Asaph
Is Asaph Elan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Asaph holds no broker registration, and Equilibrium Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Asaph charge for financial advice?
Asaph's firm, Equilibrium Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Asaph Elan based?
Asaph Elan is based in San Carlos, California.
What does Asaph specialize in?
Asaph's specialties include estate & legacy planning, tax planning, family wealth transfer and retirement planning. Asaph works with cross-border families, newcomers (immigration), high earners, multi-generational families and pre-retirees.
Is Asaph Elan registered with the SEC?
Yes. Asaph Elan is registered as an investment adviser representative in CA and TX (CRD 4547392), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Equilibrium Wealth manage?
Equilibrium Wealth reports $129.5M across 252 accounts in assets under management.
How do I contact Asaph Elan?
Through Asaph's website, www.equilibriumwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Equilibrium Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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