BALEFIRE, LLC

CRD 168733 · SEC 801-78506

Visit website

14221 DALLAS PARKWAY, SUITE 100, DALLAS, TX, 75254, United States

Phone

972-361-1001

Fax

214-427-6134

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.99B

Discretionary AUM

$1.99B

Team

38 total employees; 38 advisory reps

Clients

251-500

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

Yes

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars

Client types

Type	Clients	AUM
Individuals	1522	$363.7M
High net worth individuals	235	$686.2M
Pension/profit sharing plans	94	$873.5M
Corporations/business entities	13	$59.0M

States served

AL, AZ, CA, CO, GA, IL, IA, KS, MN, MS, MT, NC, ND, TN, WI, WA, TX, FL, SD

All web addresses on file

https://www.balefirewealth.com
https://www.linkedin.com/company/balefire-wealth

Official SEC filing: View on IAPD