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BALANCE WEALTH

BALANCE WEALTH PARTNERS LLC

CRD 329589 · SEC 801-131997

Visit website

5701 NORTH HIGH STREET, SUITE 100, WORTHINGTON, OH, 43085, United States

Phone

(800) 551-7787

Fax

N/A

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$386.7M

Discretionary AUM

$386.7M

Team

12 total employees; 9 advisory reps; 11 broker-dealer reps

Clients

251-500

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-23

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals451$145.9M
High net worth individuals102$240.7M

States served

AZ, CA, CO, IN, MD, MI, NE, NY, NC, OH, PA, SC, TN, VA, TX, NH, FL

All web addresses on file

Official SEC filing: View on IAPD