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BALANCED WEALTH MANAGEMENT, LLC.
CRD 174699 · SEC 801-135800
378 MAIN STREET, SUITE 105, EAST GREENWICH, RI, 02818, United States
Phone
(401) 398-2000
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$102.0M
Discretionary AUM
$102.0M
Team
4 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 225 | $74.1M |
| High net worth individuals | 18 | $22.6M |
| Pension/profit sharing plans | 5 | $5.2M |
States served
MA, RI
All web addresses on file
Official SEC filing: View on IAPD