← Back to searchVisit website
BALANCED WEALTH GROUP LLC
CRD 328007 · SEC 801-128997
1991 CROCKER ROAD, SUITE 300, WESTLAKE, OH, 44145, United States
Phone
(440) 871-6501
Fax
(440) 398-0477
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$494.1M
Discretionary AUM
$494.1M
Team
12 total employees; 5 advisory reps; 14 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 328 | $152.7M |
| High net worth individuals | 127 | $294.5M |
| Corporations/business entities | 43 | $46.5M |
States served
CA, CO, MI, NC, OH, PA, SC, TN, TX, NH, FL
All web addresses on file
- https://www.facebook.com/Balancedwealthgroup?mibextid=gjUFcU
- https://www.youtube.com/@balancedwealthgroup
- https://podcasts.apple.com/us/podcast/the-executive-financial-planning-podcast/id1760039403
- https://choosebalance.com
- https://twitter.com/ChooseBalance50
- https://open.spotify.com/show/7hppiiIwsSpNZArk36QQWA
- https://www.linkedin.com/company/balanced-wealth-group/
Official SEC filing: View on IAPD